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.

Moving Forward

In challenging times, we look for ingenious ways to reassert control and find safety in a world full of uncertainty. We also look for meaningful ways to help others, which makes strategic gift planning more important than ever. We are grateful for our generous donors who support us. As we continue to move forward, we welcome the opportunity to partner with you to find creative ways to meet your personal planning and charitable giving goals. We also welcome the opportunity to provide information whenever legislative changes occur that impact your planning.

Gift options that are right for you can often be easy to identify, assess, and implement. For example:

  • When compared to making a gift of cash, a gift of appreciated stock held more than one year provides a powerful benefit: you pay no capital gains tax on the appreciated value of the stock. In addition, when you itemize, your gift qualifies for a deduction equal to the stock’s current value, even though you paid no tax on the appreciation.
  • IRA owners age 70½ or over can make a gift through a qualified charitable distribution (QCD). We benefit by putting your gift to work today. You benefit from the distinct advantages associated with this gift option. Contact us for details.
  • A transfer from your donor-advised fund to us makes an immediate impact at an important time, and it comes from funds you have already set aside for charitable giving.
  • You can use your will or living trust to make a gift that supports us in meaningful and personal ways. You can plan now to give later, keeping lifetime control of your gift property.

Please contact us for more information, and thank you again for your thoughtful support