Generally speaking, planned gifts represent gift options that can be designed to meet your personal philanthropic and financial goals. Some planned gifts, such as a gift in your will, require no current outlay of funds at all. And other planned gifts, including the charitable gift annuity, make it possible to support our work, enjoy a tax deduction if you itemize, and receive a lifetime income at the same time.
In this unpredictable and challenging economic climate, a planned gift can be a rewarding way to make a difference in others’ lives. Please contact us if we can provide more information or help you in any way.
P.S. We invite attorneys, CPAs, financial planners, and other professional advisors to click the “Professional Advisors” link to use our Planned Giving Answers Online program. It provides more detailed information about planned giving concepts and techniques.
Making a Difference
In spite of the challenges and uncertainties the pandemic and its aftermath presented, we have been consistently gratified by the certain and faithful support of our donors. We know commitment is fundamental to charitable giving because making gifts involves financial sacrifice. Still, we are convinced that charitable gifts also bring great personal satisfaction and fulfillment.
In addition to helping us realize our mission today, your gifts help us prepare to serve others for many years into the future. Thankfully, there are many rewarding ways for you to make a difference through giving.
- A gift of appreciated stock (held more than one year) makes an immediate impact. You avoid all capital gains tax on the stock’s appreciation, and the gift qualifies for a charitable deduction when you itemize.
- With a life income gift (a charitable gift annuity or charitable remainder trust), you can meet planning goals while providing lifetime income for yourself or others. We can help you identify and plan a gift that fits your personal needs.
- A qualified charitable distribution from your IRA (age 70½ or over) is a way to make a tax-free transfer that supports our work and counts toward your required minimum distribution when one is due. Ask us for details.
- A gift in your will or living trust is a meaningful way to plan a future gift, keep lifetime control of your assets, and shape your charitable legacy.
If we can provide additional information or answer questions about gift planning, please contact us. Thank you for your thoughtfulness and generosity.