Access My Fund

WAYS TO INVEST

You may wish to invest now and see how your generosity affects our community, or you may prefer a legacy gift through a planned giving option.

Invest Now

Cash, Securities, and Real Estate

We offer numerous ways for you to invest in our community’s future. Donors can make a significant impact through gifts of cash, securities, and real estate. Cash donations are straightforward and provide immediate support for our programs and initiatives. Gifts of securities, such as stocks or bonds, not only benefit the foundation but may also offer you tax advantages. Donating real estate is another powerful way to contribute, whether it is residential, commercial, or undeveloped land. Each of these investment options allows you to make a lasting difference while aligning with your financial and philanthropic goals. Join us in our mission to enrich and uplift the Greater Cabarrus community.

Invest Later

BEQUESTS, LIFE INSURANCE, IRAs and RETIREMENT PLANS, CHARITABLE REMAINDER TRUSTS, and CHARITABLE LEAD TRUSTS

Investing later with the Greater Cabarrus Foundation allows donors to leave a legacy through various planned giving options. Bequests enable you to allocate a portion of your estate to the Foundation in your will, ensuring your philanthropic impact continues beyond your lifetime. Life insurance policies can also be designated to the Foundation, providing a significant future gift at a low current cost. By naming the Foundation as a beneficiary of your IRA or other retirement plans, you can help reduce potential tax burdens on your heirs while supporting community initiatives. Charitable Remainder Trusts offer a way to receive income during your lifetime, with the remainder going to the Foundation, while Charitable Lead Trusts provide income to the Foundation for a specified period, with the remaining assets eventually returning to your heirs. Each of these planned giving methods ensures your investment will support the Greater Cabarrus community for generations to come.

“With strategic, outcomes-focused philanthropy, the Greater Cabarrus Foundation has the power to transform lives for the many community members of Cabarrus County.”
- Tara Bengle, Ph.D.
CEO and Founder, Terra Dati Consulting