Planned Giving

With wise and thoughtful planning, you have the power to make a difference.

The goal of gift planning is to fulfill your philanthropic wishes while reducing your current and future tax burdens. Click below to find out more information about various ways for you to designate your gift.

Revocable Gifts

  • Bequest: Just a few sentences in your will or trust can fund the research of tomorrow. You can structure the bequest to leave a specific item, amount of money, or percentage of your estate. If your estate is subject to taxation, your gift is entitled to a charitable deduction for the gift’s full value.

Outright Gifts

  • Securities: A portfolio of marketable securities (for example: stocks and bonds) is often among the most valuable assets you own and one that can carry substantial appreciation in value. With careful planning, you can receive an income tax deduction of full fair market value, as well as reduce or eliminate federal capital gains tax.
  • Real Estate: From townhomes to farmland, many types of real estate assets can be donated in lieu of a sale. We can provide you an income tax deduction for the full fair market value.
  • Closely Held Stock: A donation of closely held stock is an excellent way to make a sizable donation while realizing valuable tax benefits.
  • Tangible Personal Property: Your property opens the door to a unique giving opportunity. Many types of personal property assets can be donated to qualified charitable organizations like ours. You’ll be helping a good cause while receiving an income tax deduction.
  • Retirement Plan Assets: Whether you are considering donating your retirement assets to a charitable organization, naming the charity as a designated beneficiary, or gifting these assets through your estate plans, these types of giving can be very beneficial to your tax planning.
  • Donor-Advised Funds: This type of gift allows you to make an irrevocable donation to a restricted fund maintained by the charity and receive an income tax deduction for the full amount of the gift. You can retain the right to recommend distributions from the fund to your favorite charities in the future.

Income for Life

  • Charitable Gift Annuity: If you are looking to donate cash or securities and receive a fixed annual payment for your donation, this type of vehicle allows you to receive an income tax deduction for a portion of that gift while receiving payments throughout your lifetime.
  • Charitable Remainder Annuity Trust (CRAT): This trust, which is funded by either cash, securities, or other assets, is set up to pay you a specified annual benefit. After the specified amount of time, the principal will transfer back to the charity. With this, there can be an income tax deduction for a portion of the contribution.
  • Chartiable Remainder Unitrust (CRUT): Similar to a CRAT, this vehicle gives you annual payout. However, the income will vary as the trust assets are re-valued each year, and the payment is based on the adjusted value.
  • Retained Life Estate: This form of a real estate gift is unique but very beneficial for donors looking to make a gift of their estate while they continue to reside on the property. You may donate the property today and receive a tax deduction now but remain on the property for the remainder of your life.

Other Gifts

  • Charitable Lead Trust (CLT): This type of trust allows you to place cash, securities, or other assets into an account that pays an annual income to the charity and after a specified period of time the assets transfer back to you. Qualified CLTs can receive a gift or estate tax deduction as well as an income tax deduction.
  • Life Insurance: Life insurance is a great way to make a sizable donation to a charity by paying smaller amounts annually for a pre-determined time period. The annual premiums are fully deductible on your income tax return.

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