Plan Your Gift

Planning your estate has never been easier—or more accessible. Through an Initiative Foundation partnership with FreeWill, you can create your will online at no cost. By including the Initiative Foundation or one of its local Partner Funds, you can play a vital role in strengthening Central Minnesota.

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way to make a gift to the Initiative Foundation. Donating a stock or bond can help avoid capital gains tax on the appreciated stock. There could also be a charitable income tax deduction with this gift.

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property makes a great gift. Donating real estate can help avoid capital gains tax in some cases. There could also be a charitable income tax deduction with this gift.

Donating part or all of an unused retirement assets such as a gift from an IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to support the Initiative Foundation. Giving retirement assets could help avoid potential estate tax.

A gift of cash is a simple way to make a gift. A gift of cash can make an immediate impact on the Initiative Foundation’s work and be a charitable income tax deduction.

A gift of a life insurance policy is an excellent way to support the Foundation. A life insurance policy that has outlasted its original purpose could support the Foundation’s mission.