At the Warren County Foundation, our work is made possible by the generosity of individuals, families, businesses, and organizations who believe in building a stronger, more vibrant community.
The Warren County Foundation is a true partner in charitable giving. We can assist you in establishing a charitable fund – and in managing your charitable dollars to achieve maximum positive impact.
Giving Options
Ways to give now:
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Cash – Cash gifts are the simplest way to give. Make checks payable to the Warren County Foundation. Donations are tax-deductible up to 50% of your adjusted gross income, with excess deductions carried over for up to five years.
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Appreciated Securities – Donating long-term appreciated stocks or mutual funds allows you to deduct the full fair market value and avoid capital gains tax. Deductions are limited to 30% of your AGI, with a five-year carryover for any excess.
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Real Estate – Gifts of real estate, like your home, farm, or vacation property, are deductible up to 30% of your Adjusted Gross Income, with excess deductions carried over for up to five years. Donating real estate avoids capital gains tax. The Foundation will sell the property, or donors may opt for a Life Estate arrangement to continue living in their home.
Ways to Give in the Future:
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Bequest by will – A charitable bequest in your will creates a lasting legacy. The Foundation can help establish a personal fund, with options like a set amount, a percentage of your estate, or the remaining property after other obligations.
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Life Insurance – Gifting a life insurance policy you no longer need offers an affordable way to contribute. You receive an immediate tax deduction based on the policy’s value, and any premiums paid are also tax-deductible.
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Retirement Plan Assets – You can gift an IRA or 401(k) by naming the Warren County Foundation as a beneficiary for a set amount, percentage, or total. This avoids both income and estate taxes, making retirement plan assets one of the best ways to make a charitable gift.