Gift Planning Strategies

Every donor is unique.

The Chicago Community Trust is flexible enough to craft a charitable solution that meets each donor’s giving objectives and situation.

We offer seven types of funds that fit most needs. But donors do not have to fit their needs into just one fund. Rather, we consider the funds as building blocks that can be used singly or in combination with one another. All of our giving vehicles enjoy maximum tax advantages and many give your client considerable input.

Charitable Gift Funds

Special Situations & Gifts


Charitable Gift Funds

  • Donor Advised Funds – Donors can create a named fund for at least $10,000 and actively participate in grant making.

  • Supporting Organizations – Donors with a minimum of $3 million can establish a supporting organization, which has its own board of directors,  fewer restrictions and more tax advantages than a private family foundation.

  • Unrestricted Funds – Donors allow the Trust to respond quickly and creatively to the community’s most pressing challengers.

  • Restricted Funds – Donors dedicate funds to a specific issue. The Trust’s Executive Committee distributes income to charities that address the donor’s concern.

  • Designated Funds – Donors designate funds for one or more specific charities in perpetuity.

  • Field of Interest Funds – Donors may pool their funds with others in one of the Trust’s seven Field of Interest Funds.

  • Agency Endowments – Not-for-profit organizations may create special funds to ensure a steady and reliable income source.


Special Situations & Gifts

  • Gifts of Encumbered Stock – The Trust can accept gifts of closely held and restricted stock as well as publicly traded shares.

  • Gifts of Real Estate & Non-Liquid Assets – We are able to consider less traditional gifts such as real estate, art, jewelry and other property.

  • Corporations – Hundreds of corporations have built effective charitable giving programs with the Trust.

  • Closely Held Business – We offer many benefits to owners of family businesses and closely held companies.

For more information about giving strategies, contact the Trust’s experts.

Contact Us

Jason Baxendale
Director of Gift Planning

Gift Planning Strategies