Making a Difference

Find the Right Fit!

There are many questions that affect charitable giving options. What is the best way to give? How does timing affect decision making? How does philanthropy fit into personal planning and income goals? What should my legacy be? It’s important to think about your personal planning goals and to choose a gift that is the right fit for you and your family. 

Here are some options to consider.

Appreciated Stock Gifts: Value for You and for Us

A gift of stock provides added value to donors in addition to making a significant impact on our work. A carefully planned gift of stock can:

  • eliminate or reduce capital gains taxes

  • generate a significant income tax charitable deduction for those who itemize
  • provide a tax-wise way to meet philanthropic goals

A Gift from Your IRA

The tax law passed in December 2017 did not change the popular IRA Charitable Rollover—a charitable distribution from your IRA directly to us. If you are an IRA owner age 70½ or over, a gift from your IRA lets you make gifts that count toward your required minimum distribution. This means you can avoid all income tax on the distribution (up to $100,000 per year). Contact us for details.

Make a Gift that Provides Lifetime Income for You or Someone Else

Charitable gift annuities are gifts that give back. In exchange for your gift, we promise to pay a fixed lifetime income to your designated income beneficiary. There are many good reasons to consider a charitable gift annuity, but one of the most compelling is that rates today are better than ever because fixed lifetime payout rates increased in 2018! We’re happy to provide more information.

Thank you for your generosity and support. Please contact us if we can help you explore your personal charitable giving options.