Let’s Build Your Legacy Together
At the Baton Rouge Area Foundation, we believe that planned giving is about more than just financial transactions. It’s about transforming lives and strengthening our community.
Creating A Lasting Legacy
At the Baton Rouge Area Foundation, we work with individuals, families, and organizations to develop thoughtful, impactful giving strategies that extend their generosity beyond their lifetime. Planned giving is a strategic approach to philanthropy that enables you to support charitable causes in a way that fits within your overall financial, tax, and estate plans. Coordinating your future giving is a powerful way to curate a lasting legacy by supporting causes important to you. It can also serve as an enduring representation of the values that matter the most to you. These gifts can provide you or your loved ones with financial benefits while ensuring that your generosity continues to create positive change for future generations.
Why Planned Giving?
Planned giving offers a unique opportunity to make a lasting difference in the Baton Rouge community. With careful planning, you can:
- Create a Legacy: Make a lasting contribution to the causes and values that matter most to you.
- Achieve Your Financial Goals: Potentially reduce taxes, generate income, and support your heirs.
- Maximize Impact: Planned gifts often allow you to make a more significant contribution than you thought possible.
- Ensure Long-Term Support: Provide sustained funding for nonprofits and programs that improve lives in our region.
The Foundation can help you meet these goals through vehicles —like charitable trusts, donor advised funds, IRA rollovers, and more— that best fit your specific need.
What Can I Give?
Planned gifts can take many forms, allowing you to give in a way that works best for your personal situation. Common options include:
Cash
Simple and straightforward, cash gifts can be made during your lifetime or through your estate.
Securities
Donating appreciated stocks, bonds, or mutual funds can provide significant tax advantages with furthering your charitable activities.
Securities
Donating appreciated stocks, bonds, or mutual funds can provide significant tax advantages with furthering your charitable activities.
Real Estate
Gifts of real estate can be used to establish a fund or support a specific cause.
Life Insurance
Naming the Foundation as a beneficiary of your policy is an easy way to create a legacy. Alternatively, you can give your paid-up life insurance policy and receive an immediate charitable income deduction.
Personal Property
Gifts such as artwork, jewelry, or other valuables can also support your philanthropic goals.
How do I know if I can make a planned gift?
Talking to your professional advisors like estate and tax lawyers, CPAs, and financial advisors, about your estate plan is the best way to start. They can help you determine which of your assets are most advantageous to leave to your family, which would be better to leave to charity, and which giving vehicles best meet your goals.
When you’re ready to move forward, the Foundation will work with your advisor(s) to ensure that your philanthropic plan is developed thoughtfully and impactfully.
Contact Us
Our team is here to work with you to develop a giving plan that reflects your values, achieves your goals, and ensures that your impact is felt for generations to come.
Contact us today to learn more about how planned giving can help you make a difference in Baton Rouge and beyond.
Carissa Graves
VP of Philanthropic Advancement