General Planned Giving Concepts-1

Support Your Passions Into the Future

Everyone has something they are passionate about. You may be passionate about a place that holds an essential spot in your heart, a cause that’s near and dear to you, or a charitable organization that you frequently volunteer for. But did you know that you can ensure your support of your passions, like our organization/our mission, continues even after your lifetime while also receiving tax benefits for yourself?

You can—with a structured, planned gift.

Popular Planned Gifts

Include a gift to our organization in your will or living trust.

Your benefits: Retain control of your assets and have the flexibility to change your mind at any time.

Name us beneficiaries of your retirement account.

Your benefit: These assets pass to our organization tax-free, allowing us to use the entire amount to support our mission. If passed to your loved ones, they would have to pay income tax when distributions are made from the account.

Transfer appreciated stock to us.

Your benefits: You qualify for a federal income tax charitable deduction based on the current fair market value of the securities and are exempt from paying capital gains tax on any increase in their value.

Create a life-income gift.

Your benefits: Depending on the type of gift you choose, you can receive a stable income for life or a period of up to 20 years. You may also qualify for a federal income tax charitable deduction in the year you make the gift.

Contact Us

There are many ways you can ensure your support for our organization continues for years to come. Contact us by phone or email today to learn more about planned giving or for help finding the perfect gift for you.

The information in this publication is not intended as legal or tax advice. For such advice, please consult an attorney or tax advisor. Figures cited in any examples are for illustrative purposes only. References to tax rates include federal taxes only and are subject to change. State law may further impact your results.