Planned Giving

Planned gifts are the lifeblood of our community

Leaving a Legacy enables you to maximize the benefits of philanthropy while completing your financial and estate planning.  Recognizing that different people have unique financial and estate planning needs, the Community Foundation of Western Pennsylvania and Eastern Ohio will work with you and your advisors to help to develop the best plan for you.

Named for Jill, Paul Jr., and Stephanie O’Brien, the JPS O’Brien Legacy Society was created to recognize those individuals whose estate planning includes a gift to the Community Foundation of Western Pennsylvania and Eastern Ohio.

These gifts are the lifeblood of our community.  We at the Community Foundation are committed to working with your trusted advisors to help you in creating a legacy that will live in perpetuity.

How to leave a planned gift to the Community Foundation

  • Charitable Remainder Trust - An excellent way to avoid taxes, accrue income, then provide to the community in perpetuity.
  • Life Insurance - Name the Community Foundation as a beneficiary in a new or existing policy.
  • Bequest - The Community Foundation can be named in your will as a either a specific dollar amount or as a percentage of your estate..
  • Retirement Plans - Assets in these plans are heavily taxed when left to heirs, but if the Community Foundation is listed as the beneficiary the assets transfer on a tax free basis.