Learn how to:

1) Set family goals and create a smart estate plan.

2) Lessen tax burdens.

3) Use trusts to support you, your family, and loved ones.

A tool to help you:

1) Keep a digital record of important information.

2) Organize everything in one place.

3) Easily update records.

Wills and Living Trusts

Beneficiary Designations

Give from your IRA

Charitable Remainder Trusts

Donor Advised Funds

Charitable Lead Trusts

Appreciated Securities

Planning for the future and creating the legacy you wish to leave is one of the most effective ways to ensure a lasting impact. Making a gift in your will or living trust, known as a bequest, can guarantee that your legacy endures. Your gift may be a specific dollar amount, a percentage of your estate or the remainder after all other provisions are specified. Below is suggested language to take to your attorney for use in drafting your bequest.

Sample Language

For an unrestricted gift that allows Clayton Community Foundation to determine how to use the funds based on the most pressing needs, use the following language for your will and/or trust:

"I give to Clayton Community Foundation, a nonprofit corporation currently located at 10 N. Bemiston Ave., Clayton MO 63105, or its successor thereto, _________ [written amount] for its unrestricted charitable use and purpose."

To designate your provision for a particular purpose:

"I give to Clayton Community Foundation, a nonprofit corporation currently located at 10 N. Bemiston Ave., Clayton MO 63105, or its successor thereto, _________ [written amount]. This gift should be used for:

- Art
- History
- Parks
- Sustainability

if and so long as Clayton Community Foundation determines that the need exists. If Clayton Community Foundation shall determine at the outset or at a later time that the need does not exist, or no longer exists or for some reason it is not possible (or prudent) to administer my gift as originally intended, then Clayton Community Foundation may, in its sole and uncontrolled discretion, direct the use of my bequest for a purpose related as closely as possible to that stated above."

1) Consult your financial or legal advisor.

2) If you include CCF in your plans, please use our legal name and federal tax ID.

Legal name: Clayton Community Foundation
Legal address: 10 N. Bemiston Ave., Clayton MO 63105
Federal tax ID number: 43-1642179

We understand that gifts to charities such as Clayton Community Foundation can be an important part of your or your clients' overall financial and estate plans. That's why we're committed to working with you to ensure that your clients find the charitable arrangements that best meet their needs. We believe that charitable planning is a process that ideally involves the donor, professional advisors and CCF Staff - all working together to arrange the best gift possible.