Planned Gifts

Leave a legacy for tomorrow with a deferred gift.

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Through a variety of deferred gift options, you and your loved ones can enjoy financial security and provide resources for community needs for generations to come.

Let us help

We can work with you and your professional advisor to create estate planning strategies that will preserve your charitable legacy beyond your lifetime.

We're also happy to provide a free, confidential deferred gift illustration customized to your unique circumstances. Call us at (612) 672-3820 to request  a free illustration.

Types of Planned Gifts

For information on any of these options, please call Mary Ellis Peterson, Gift Planning Officer (612) 672-3859 or e-mail development@mplsfoundation.org.

Specify in your will or revocable trust. You retain all assets during your lifetime, and the gift will be made upon your death. Your estate will receive an estate tax deduction for your bequest. 

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Create a Charitable Remainder Trust with $100,000 or more, and receive an immediate tax deduction. Receive income from your gift for life or for a specific number of years, after which your fund receives the remaining assets.

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Now's a great time to create a charitable gift annuity. Rates are dropping July 1st, but you can still lock in favorable annuity payment rates today. Learn more about this time-sensitive opportunity.

In exchange for a charitable gift of $5,000 or more, you'll receive a fixed stream of income for your lifetime (or the lifetimes of up to two people), backed by the unrestricted assets of The Minneapolis Foundation. Part of the annuity payments may even be tax-free.

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Provide income to a designated charitable fund for a period of years. Direct the remaining -- often appreciated -- assets to you or your beneficiary(ies) at the end of a specific term. A Charitable Lead Trust allows you to pass assets on to your children or grandchildren with minimum gift and estate tax liability.

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Give real estate outright to create a fund or reserve the right to live in your home for as long as you live. If the gift is irrevocable, you may take an immediate charitable deduction for the present value of the remainder interest.

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life income gifts
retained real estate
bargain sale

Legacy Funds

Support the causes you care about well beyond your lifetime. Your gifts will be pooled with those of other generous donors to make a greater impact in an area of particular interest to you or your family. The Minneapolis Foundation will steward those gifts to ensure they are continually put to effective use in accordance with the established fund priorities and to meet changing needs.

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