Frequently Asked Questions

We understand that planning for the future can be difficult conversation and you may have several questions about the planning process. We’ve listed our most popular questions below for your reference.

What is Planned Giving?

Whether it’s a gift of stock that you plan to transfer in the near future or a bequest you leave in your will, a planned gift is any charitable gift that you wouldn’t be able to give through a check or cash today.

How do I know if I can make a planned gift?

Talking to your advisor about your estate plan is the best place to start. They will help you evaluate your situation to know which assets are most advantageous to leave to family and which might be better left to charity. The beauty of planned giving is that most people can leave a significant gift to charity, whether through a gift while they’re living or one that benefits the causes they care about after they’re gone.

What are some types of planned gifts that I could consider?

Bequests, or gifts left to charity through a will, are one of the most common types of planned gifts and Charitable IRA rollovers are also a popular giving tool for those who qualify. For those who would like to make a gift to charity, but still earn income, a Charitable Gift Annuity may make sense. It’s important to talk to your advisor about which gifts make the most sense for your situation.

What other assets can I use to make a charitable contribution?

Many people think of writing a check when making a charitable gift, but gifts of appreciated assets, life insurance, real estate and more can also be an excellent way to make an impact on the causes you care about. Not all nonprofits are able to accept complex gifts, but Akron Community Foundation can accept a wide variety of assets to use to establish a charitable fund for you or your family.

I’ve already included Akron Community Foundation or one of its funds in my will. What else do I need to do?

If you haven’t let us know about your charitable bequest, please inform us so we can include you in our legacy society, the Edwin C. Shaw Society. Contact Margaret Medzie at mmedzie@akroncf.org or 330-436-5610.

Where can I get more information about planned giving opportunities?

Please feel free to contact Margaret Medzie at mmedzie@akroncf.org or 330-436-5610. We’ll be happy to meet with you – and your advisor if you wish – and discuss planned giving opportunities with you further.

You might also be interested in:

  1. What is Planned Giving?
  2. Ways to Give
  3. How We Can Help
Margaret Medzie
Margaret Medzie Vice President and Chief Development Officer
Call me at 330-436-5610 or email me
Interested in Starting a Conversation?

Together, we can create a strategic plan for your charitable giving.