How You Can Share the Joy

Contributions of any size can be made. To meet your personal charitable wishes or to honor or memorialize a friend, family member or loved one. Cash gifts donated each year provide the basis for continued growth and support of our unrestricted account for Miami County.

The contribution of appreciated securities will provide you with the opportunity to gift the Foundation with a larger contribution. At the same time affording you the benefit of a capital gain savings when you have held the stocks or bonds for a period of time.

When you remember the Miami County Foundation with personal property in your Will you may also request the Foundation to establish a special fund in your name or to honor a loved one. Additionally, you may designate the funds purpose.

Naming the Miami County Foundation as the irrevocable beneficiary of your Life Insurance may immediately provide you with a tax deduction for the cash value amount as well as for any future premiums.

A donor transfers cash or property to a trust, which pays the beneficiary an income stream for his or her lifetime, a term of years or a combination of both. Upon the death of the beneficiary, the Foundation receives the remaining assets to use for the purposes specified by the donor.

This type of trust provides income to the Foundation for a specific period of time and then distributes the assets to the donor or others designated by the donor. A Charitable Lead Trust can generate significant estate tax savings.

Restricted, you specify distribution. When these funds are established you may name one or more specific organizations to reap the benefits of your fund. The Foundation will disburse the income and monitor to see that your wishes are carried out, now and forever.

May be used where needed. These funds are considered discretionary, thereby giving the Foundation the flexibility to respond to the ever-changing needs in Miami County.

You may be actively involved, if you wish, in the recipient selection when you establish a donor-advised fund. Legally considered unrestricted, you may suggest one or more organizations to receive grants.

These funds will provide specific scholarships as you may direct. Select a particular field of study or institution and the Miami County Foundation will distribute funds as directed.

Consider the arts, education, healthcare services for the young or any special interest you may have. The Foundation will make grants to the most appropriate programs within the field that you specify.

Community funds benefit specific communities and support many charitable organizations and purposes within those communities.