Support > Planned Giving

Many individuals support our work in ways that would not involve cash outlay. A deferred gift to The City Club Forum Foundation can help you to:

• Save on Income, Estate, and Capital Gains Taxes
   
• Augment your income with Payments for Life
   
• Contribute tax-deductible financial support that will help you sustain a citadel of free speech. Several forms of contributions do not require cash. They are fully tax-deductible, and yet retain your current cash income.

1. Give Appreciated Securities.
   By donating your highly appreciated securities to the City Club Forum Foundation, you receive a charitable income tax deduction for the full fair market value of all securities held for longer than 12 months instead of paying capital gains tax if you simply cash in or sell the securities.
    
2. Give From your IRAs, 401(k)s, and Other Qualified Retirement Plans.
   By donating from your Retirement Plan to the City Club Forum Foundation, you receive a charitable income tax deduction instead of being subject to income tax if you distribute to an individual.
    
3. Give a Life Insurance Policy.
   By donating your insurance policy and authorizing the City Club Forum Foundation to receive its cash surrender value, you receive an income tax deduction immediately.
    
4. Give a Charitable Gift Annuity.
   By donating an Annuity to the City Club Forum Foundation, you secure fixed payments to yourself or to your named beneficiaries for periods you specify. Also you save a portion of the otherwise required income tax on gift to beneficiaries, and (if the gift to the Foundation is in the form a appreciated securities) you save the otherwise required capital gains tax.
    
5. Give a Charitable Lead Trust.
   By donating to the City Club Forum Foundation, you realize some of the same benefits and tax savings as with a charitable gift annuity.

Honor Roll of Endowment Donors:
The Forum Foundation has arranged to use a competent professional financial management organization to administer any of the above devices where needed.
Please contact Development Director Elaine Yeip to discuss a gift to the City Club Forum Foundation endowment.
 

The Forum Legacy Society
The City Club Forum Foundation is honored to recognize the following individuals who have included a gift to the endowment in their estate plans. Their legacy will permanently support The City Club's mission to inform, educate and inspire future generations.

Stanley I. Adelstein
Darl E. Ault*
Robert E. Bingham*
Charles P. Bolton
Arthur V.N. Brooks
Steve D. Bullock
Leonard M. Calabrese
Paul C. Carleton
Ruth Anna Carlson and
Albert Leonetti
Robert R. Cavano
Raymond E. Cookston*
Nancy Cronin
Henry C. Doll
Charles R. Emrick, Jr.
Morton G. Epstein
Scott C. Finerman
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Jeanette Grasselli Brown
Chester J. Gray, Sr.*
Ralph E. Hayes*
Robert T. Hexter
William R. Joseph
Myron N. Krotinger
Bracy E. Lewis
Bruce A. Loessin
Patrick S. Mullin
Florence KZ Pollack
Lee Powar
Ralph E. String
Frederick I. Taft
Seth C. Taft
Lucile Weingartner
Margaret S. Wheeler
Margaret W. Wong
Allan J. Zambie
Sidney Zilber

*deceased