Planned Giving

Your philanthropic legacy represents your core values and reflects how you want to be remembered by your friends, family, and community. Having a Planned Giving strategy is a way for you to incorporate charitable giving into the legacy you leave behind while enjoying financial benefits in the present. Unlike cash donations, Planned Gifts are typically made from assets in your estate rather than from disposable income, and come to fruition upon your death. There are many ways to give a Planned Gift: leaving a bequest in your will, designation of your retirement plan, outright gift, a gift of life insurance, or the remainder of a donor-advised fund or grant from your foundation. A misconception is that planned giving is only for the “wealthy.” The truth is, even people of modest means can make a big difference through planned giving.

Donate Stock

Stock or securities gifts go toward the same great cause, our children and families, but carry extra benefits not associated with gifts made by check, cash, or credit card. You avoid capital gains tax, receive credit for the full fair market value of the shares (even though the cost to you is the original purchase price), and your charitable deduction is based on the full fair market value of the shares on the date the gift is made. For more information and instructions on how to donate stock to the Bay to Bay Foundation, please contact us  at 727-385-7686

Corporate Matching

Many employers will match charitable donations made by their employees, so that every time you make a donation, your company will make a donation to the charity in the same amount.