Leave a Legacy
Create a lasting legacy through planned giving. Your gift ensures that the causes you care about in Teton Valley are supported for generations to come.
Planned Giving
Grow your legacy with a long-term investment in the community you love. Planned giving enables donors a powerful way to continue their philanthropic impact beyond their lifetime. The Community Foundation accepts a variety of planned gifts left by generous individuals who are committed to the future of Teton Valley.
Bequests
Bequests allow you to establish a legacy that benefits causes close to your heart — and enable you to keep assets during your lifetime. Bequests can take a variety of forms including specific dollar amounts or particular assets.
Leave a legacy while retaining your assets during your lifetime. This is one of the simplest and most popular forms of planned giving.
Life Insurance & Life Income Gifts
Gift life insurance to secure an estate tax deduction by naming the Community Foundation as a beneficiary. Or donate either a paid-in-full policy or one for which premiums remain to be paid for a current tax deduction.
- Name the Foundation as a beneficiary for an estate tax deduction
- Donate a policy for a current tax deduction
- Life Income Gifts provide income to you while leaving a lasting legacy
- Immediate tax deduction with removal of assets from taxable estate
While planning our estate, my husband and I appreciate that the Community Foundation of Teton Valley will play a key role in our giving. The Community Foundation makes it easy to distribute and update gifts to nonprofits, supporting community impact without requiring changes to the whole estate plan.
Gifts of Appreciated Securities
Gifts of appreciated securities you have owned for over a year can be especially beneficial in terms of your tax liability. These securities are deductible at fair market value up to 30 percent of your Adjusted Gross Income, with excess deductible for five additional years.
- Deductible at fair market value (up to 30% of AGI)
- Avoid long-term capital gains tax on increased value
- We also accept non-marketable securities on a case-by-case basis
- Excess amounts may be deducted for five additional years