Each individual, family or organization we work with has unique charitable interests and unique financial circumstances. We help you make the most of both, so you receive the greatest return on your community investment.
You can make a gift of cash, stocks, bonds, real estate or other assets to the Blue Mountain Community Foundation (BMCF). Your gift qualifies for the maximum charitable benefit under state and federal law.
You can designate a gift or portion of your estate to the BMCF and, in some cases, receive a substantial reduction in federal gift and estate taxes.
Charitable remainder trust
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the BMCF and is placed in a charitable fund you’ve selected. You receive income tax benefits the year you establish your trust.
Charitable lead trust
You can place cash or property in a trust that pays a fixed amount to the BMCF for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.