Planned Giving & Bequests
Help Your Clients Establish a Legacy
We can help your clients establish a deferred gift to help carry out their philanthropic vision and goals. Working with the Foundation ensures your clients' wishes are documented and carried out as intended.
We know this conversation takes time and can't always be accomplished in the short time you spend with your clients. That's where we come in.
We work with your client as an extended member of your team, without any charge to you or the client. We listen. We help them dream. We walk with them on their philanthropic journey, taking time to discover their values to tailor a giving plan just for them.
Planned Giving Options
Working with you and your client, we help create a plan to both maximize tax savings and match your clients intent. Whether it's an income producing charitable giving vehicle, or an asset left through a will or trust, we can help guide the process.
We are experts in working with a variety of planned giving options, including -
- Retained Life Estates
- Life Insurance Policies
- IRA/401K Plans
- Charitable Lead Trusts and Charitable Remainder Trusts
- Charitable Gift Annuities
Sample Language to Use in a Will or Trust
"I give, devise and bequeath ___________ (describe percentage or dollar amount to be given) to the Sioux Falls Area Community Foundation, Inc, a nonprofit corporation located in Sioux Falls, SD 57103, tax identification number 31-1748533, to be added to the ____________Fund, a component fund of the Sioux Falls Area Community Foundation, of which distribution and spending policy instructions are provided."
Please note: the Foundation retains the right to modify or remove any restriction or condition on the distribution of funds from an endowment or Fund, if in its discretion such restriction or condition becomes unnecessary, incapable of fulfillment, or inconsistent with the charitable needs of the communities served.