A gift to La Crosse Community Foundation is truly an investment in your community’s future and in making life better for so many. Donors can make an unrestricted gift, contribute to an existing fund, or establish a new fund. Any gift can also be made in memory or in honor of an individual or group.
Gifts of all sizes are gratefully accepted throughout the year and in whatever form works best for the donor. We can accept a variety of tax-advantageous gift options that you can make during your lifetime.
All donors receive a formal gift acknowledgement letter indicating the value of your gift for tax purposes and confirmation no goods or services were received in exchange for the gift.
You may want to consider a cash gift if…
- You desire to make an immediate gift
- You want an immediate charitable deduction to offset taxable income
Giving options for this method…
- Write a check to La Crosse Community Foundation – indicate any designation in the memo line
- Give directly from your bank or investment accounts – call our accountant at 608-782-3223 ext. 24 to share your account information
- Use your credit card through our secure Online Giving platform
You may want to consider giving securities if…
- Securities you hold have increased significantly in value
- Your financial advisor recommends it to save on capital gains tax
Giving options for this method…
- Contact us for account information to make the transfer
- Please inform us of your intent ahead of time so we can track the transfer appropriately
It is La Crosse Community Foundation’s policy to sell shares immediately upon receipt. The sale of the proceeds is what is allocated for the purpose of your gift.
Real Estate or Personal Property
You may want to consider giving real estate or personal property if…
- You want to be able to make a significant gift without affecting cash flow
- You own property (real estate, artwork, antiques) that you no longer want to keep
- You own property that generates income and can readily be sold after gifting
Contact us to help you give through this option.
IRA or other Qualified Retirement Plan
Giving from a traditional IRA is a good option for those age 70 ½ or older, especially if you don’t need all of your assets to meet your living expenses. Gifts from an IRA to a qualified charity are federally tax-free.
If you don’t have an IRA, but have another qualified retirement plan like a 401(k), we can work with TrustPoint to establish a Philanthropic Conduit IRA as a fee-free vehicle to still take advantage of this charitable roll-over opportunity.
Contact us to help you give through these options.
A Charitable Remainder Trust (CRT) can be established to provide a lifetime income stream, and you’ll receive one charitable deduction for your entire future gift value. At your death, the remaining funds go to your designated charity or charities.
A Charitable Lead Trust (CLT) can be established to provide an annual gift to your favorite charity or charities, while you receive an annual charitable deduction. At your death, the remaining funds go to your designated beneficiaries.
Contact Us to learn more about these giving options.
Contact us to help you decide the best giving options for your current situation.
Petra Roter, PhD
608-782-3223 ext. 22