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Union County Foundation

2007 Annual Report

THE UNION COUNTY FOUNDATION

2007 Annual Report Home

Message from the Executive Director

About the Foundation

Investing with the Foundation

Charitable Choices

Charitable Instruments

Types of Charitable Funds

2007 Board of Trustees

2007 Grant Distributions

Scholarship Funds

VMW Legacy Society

Independent Auditors’ Report


CHARITABLE INSTRUMENTS

Outright Gifts
Give cash, stocks, real estate or other assets
Designate a portion of an estate (% or $ amount)

Charitable Gift Annuity
Annuity contract pays client lifetime income and charity benefits upon death of annuitant

Charitable Lead Trust
Trust pays the community foundation a fixed amount for a number of years and then assets go to beneficiary

Charitable Remainder Trust
Trust pays beneficiary for life and then assets transfer to charity


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