Individual & Family Giving

Individual & Family Giving

The giving you plan. The impact you see.

Giving with purpose starts with knowing where you want to go. We help you get there. Clearly. Confidently. With the expertise to make it count.
 
Providing personal guidance, local insight, and expertise in tax considerations and fund management, we handle the complexity so you can focus on what matters: impact only you can create.

Assets you can give

  • Cash: The simplest and most flexible way to give, allowing your support to be put to work immediately.
  • Stock: Donating appreciated stock can maximize your giving power, eliminating capital gains tax while creating a larger investment in the causes you care about.
  • Closely held business interests: Privately held shares or family business interests can become a source of impact. Gifting these asset to support your charitable goals unlocks value while providing meaningful tax advantages.
  • Retirement assets: One of the most tax-efficient paths to purposeful giving. Designating charitable beneficiaries for IRAs or other retirement plans can reduce income and estate taxes, transforming assets that would otherwise be taxed into meaningful change.
  • Real estate: From a family property to commercial holdings or land, gifting real estate can eliminate capital gains tax while turning an illiquid asset into long-term philanthropy. 
The Hansens
“We never get tired of the joy that comes when we make grants. And because of the Foundation, the money is invested and can continue to grow, so we can continue to give more, more frequently and hopefully, for a much longer period of time.”
Mark and Tina Hansen, FFTC fundholders

Get in touch

Wherever you are on your giving journey, we’re available and ready to help. From answering questions to discussing strategies and sharing insights, our team is here for you.

Sara Piner

Sara Piner, CAP®

Senior Vice President, Philanthropic Advancement
Mudd

Stephanie Mudd

Vice President, Personal & Family Philanthropy