planned giving

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You can be part of a special group of caring community supporters that experience the unique blessing of making a lasting gift to an organization of your choice. By taking action now you can provide substantial funding to that organization in the future. Some of the planned gifts you might consider include:

 

A Bequest

Include the charity in your will. You can create a will if you do not currently have one, or add a codicil if you have an existing will. You can designate a percentage of your estate or a fixed amount. You can also give a residuary bequest for all or a portion of your estate after all debts, expenses and other beneficiaries have been paid.

A Gift of Stock

You can convert appreciated stock into a planned gift and avoid capital gains taxes. You may use the stock as a outright gift upon your death or to fund a charitable gift annuity.

401(K)

You can name your favorite charity as the beneficiary of your 401 (K) account, your IRA. Roth IRA or other tax, help the charity and help reduce taxes to your heirs.

Gift Annuities

This popular option allows you to give a significant gift to a Chairity and receive an income stream for life. Receive a generous interest rate on your investment and also receive a portion of your income tax-free.

Life Insurance

Life Insurance: name your favorite charity as the beneficiary on a new or existing life insurance policy. The premiums are tax-deductible on such gifts.

 

Remember to work with your accountant and/or financial advisor to create a trust that is appropriate for you and your financial situation and include your favorite charity.