Planned Giving

Leave a legacy of philanthropy by planning your giving now. CAFAmerica can be named as the recipient of a bequest, charitable remainder trust or charitable lead trust with suggestions for grants to be made to foreign nonprofits.

Planned giving options can be set up independently or added to an existing Donor Advised Fund.

• Bequests - CAFAmerica accepts bequests which may include the suggestion of a recipient foreign nonprofit organization. Bequests can be single gifts or can be part of or associated with a Donor Advised Fund.

• Charitable Remainder Trust (CRT) – With a CRT, a donor can give money or stock to a foreign nonprofit now, but still benefit from the donation (by receiving income) while living. The principal ultimately passes on to CAFAmerica upon the donor’s death, while trust beneficiaries continue to receive the income. This allows donors to avoid capital gains tax on the donated assets, while also receiving an income tax deduction. In addition, the asset is removed from the donor’s estate, reducing subsequent estate taxes.

• Charitable Lead Trust (CLT) – A CLT is a planned giving solution in which CAFAmerica receives investment income while the donor is living. Then, the principal is transferred to the donor’s designated beneficiary upon the donor’s death.

Contact CAFAmerica to discuss planned giving options.