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Creating a Charitable Fund

Creating a named charitable fund at the Community Foundation is simple and is often a one-step process. After deciding what type of fund would best serve your interests, you can choose the type of gift that would be most convenient and advantageous for you.

In general, your fund may be created by an outright (current) gift, or by a planned (future) gift.

Outright gifts may be made through:

  • Cash
  • Securities
  • Mutual funds
  • Real estate
  • Personal Property
  • Life insurance
  • IRAs and retirement accounts

Planned gifts may be made through:

  • Bequests
  • Charitable Gift Annuities
  • Charitable Remainder Unitrusts
  • Charitable Remainder Annuity Trusts
  • Charitable Lead Trusts
  • Life insurance, IRAs, or retirement assets

ASK BERNIE | Ask me how the Community Foundation can help you create a lasting legacy and make a difference in the community....

BernieBernie Story LVCF Story
President & CEO
Lehigh Valley Community Foundation
840 W. Hamilton Street, Suite 310, Allentown, PA 18101
Voice 610 351-5353 ext. 14 |