Plan Your Gift
Giving Through Your Generosity
Committed donors support the Initiative Foundation’s mission to build and sustain thriving communities in Central Minnesota. Everything we do is powered by generous people and generous investments. We appreciate each gift for the special reasons it was given, and we work tirelessly to maximize contributions through funding partnerships and financial accountability.
Planned Giving
Give Stocks and Bonds
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.
Give Real Estate
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.
Give Retirement Assets
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.
Give Cash
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.
Give Life Insurance Policy
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.
Explore Ways to Support the Foundation
Contact one of our gift-planning team members today to learn how you can make a difference in Central Minnesota.
