Planned Giving & Estate Planning
IRA Qualified Charitable Distribution: This allows people 70 ½ and older to make direct transfers from their IRA of up to $105,000 per year to qualified charities.
Beneficiary Designation: The easiest of all planned gifts, you can name a charity as a beneficiary and the asset is transferred to the charity at the end of your lifetime.
Retirement Accounts: At death, retirement accounts transfer income tax-free to a charity.
Will or Trust Bequest: This gift is made through your will or trust and can name an asset, a dollar amount, or a percentage of the assets/estate.
Life Insurance: Add a charity as a beneficiary or by gifting or transferring ownership of a policy to a charity.
Charitable Gift Annuity: You can transfer cash or property to the charity or the administrator in exchange for a partial tax deduction and a lifetime stream of annual income for you or a loved one.
Charitable Remainder Trust: A charitable remainder trust pays income to you or a loved one for life or a term of years, after which the remainder in the trust is distributed to the charity (or charities) of your choice.
Stocks: Make a larger impact by donating long-term appreciated securities, including stock, bonds, and mutual funds, directly to charity. Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may potentially increase your gift and tax donation.
EIN # 42-1508508
Talk to us today about what you can do to leave your legacy by supporting our mission through an estate gift!
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