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Planned Giving

Planned Giving

The term “planned giving” describes the ways in which individuals make charitable gifts for the future. Through a planned gift to The Cape Cod Foundation, you may be able to make a more substantial gift than previously imagined. You can make a planned gift directly to The Cape Cod Foundation or an existing fund; or, you can establish a new named fund.

The most common ways for individuals to make planned gifts are listed below; other forms of giving are available. We are available to discuss planned giving options that meet your philanthropic plan with you and/or your professional advisor.

Kristin O’Malley
President and CEO
komalley@capecodfoundation.org
508-790-3040 

Bequests
You can make a provision in your will or living trust for a gift to the Foundation. This is perhaps the simplest form of planned giving and the vehicle most commonly used.

Charitable Gift Annuities
You can receive a lifetime income from a charitable gift annuity. Following your death, the unused portion of the gift remains with the Foundation as an endowed  fund to support charitable purposes you have chosen.

Charitable Remainder Trust
You can transfer property to a trust that pays you or another beneficiary a fixed or variable income for a fixed amount of time. When the trust expires, the remainder is used to establish an endowed fund in the donor’s name with distributions directed as he or she has chosen.

Gift of an Individual Retirement Account (IRA)
Designating the Foundation as the beneficiary of an IRA is an excellent way to make a gift to charity using an asset that otherwise might be heavily taxed.

Life Insurance
You can name the Foundation as the owner and beneficiary of a new or existing life insurance policy and receive a current income tax charitable deduction.

Create your own fund. Donate to an existing fund. Support the Foundation’s Civic Leadership Initiatives.

Together, we have invested more than $95 million in grants and scholarships in the Cape Cod Community. For good.

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Cape Cod Foundation
508.790.3040
261 Whites Path, Unit 2
South Yarmouth, MA 02664
info@capecodfoundation.org

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