Tax-smart giving

Each individual, family or organization we work with has unique charitable interests and unique financial circumstances. We help you make the most of both, so you receive the greatest return on your community investment.

Outright gift

You can make a gift of cash, stocks, bonds, real estate, or other assets to the Blue Mountain Community Foundation. Your gift qualifies for the maximum charitable benefit under state and federal law.

Bequest

You can designate a gift or portion of your estate to the Blue Mountain Community Foundation and, in some cases, receive a substantial reduction in federal gift and estate taxes.

Charitable remainder trust

You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to the Blue Mountain Community Foundation, and is placed in a charitable fund you’ve selected. You receive income tax benefits the year you establish your trust.

Charitable lead trust

You can place cash or property in a trust that pays a fixed amount to the Blue Mountain Community Foundation for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes.

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Contact us

P.O. Box 603
22 E. Poplar St.
Suite 206
Walla Walla, WA 99362
509.529.4371