Eustis Area Community Foundation Fund

Ways to Give:

Contact a committee member

Bequest by Will: You can make a charitable gift by designating a percentage or a specific dollar
amount of your estate. This type of gift qualifies for the charitable estate tax deduction.

Beneficiary Designations: Many financial accounts, CDs, mutual funds, annuities and life
insurance policies allow you to make a charitable gift using beneficiary designations.

Appreciated Property: Gifts of stocks, bonds, mutual funds and real property qualify for a
charitable income tax deduction, avoid capital gains taxes and reduce potential estate taxes.

Retirement Plans: You can make a charitable gift using the beneficiary designation of your IRA,
401(K) or other retirement plan. This type of gift avoids estate and income taxation on the
assets accumulated tax-free during your lifetime.

Gifts of Life Insurance: Life Insurance offers flexible ways to make a charitable gift of an exciting
or new policy.

Gifts that Provide Income: You can make a gift now, get immediate tax benefits, ensure that
you or a loved one receives income payments for life and make a future charitable gift.

You may give a general donation or choose one of the following funds:

Eustis Area Community Foundation Fund :
1. Endowment Fund
2. Eustis-Farnam swimming pool
3. Eustis-Farnam Scholarship Fund