Giving Your Way
Gift Option:
- Charitable Bequest: A Gift In Your Will
A bequest is simple and direct and can be changed should you want or need to do so. - Beneficiary Designations
A beneficiary designation is a simple way to leave a gift from a variety of assets and can be changed at any time
Best Way to Realize My Objective…
- Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
- Make us the beneficiary of a life insurance policy you no longer need or other assets including IRAs and other retirement plans assets, commercial annuities, checking or savings accounts, or brokerage accounts.
Gift Options:
- A Gift Annuity
A simple way to make a charitable gift and receive an income.
Best Assets to Realize My Objective…
- Securities
Transfer appreciated assets (stocks, bonds). - Cash
Cash is easy.
Gift Option:
- Outright Gifts or Planned Gifts
Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) can reduce current income tax if you itemize your taxes.
Best Assets to Realize My Objective…
- Cash
An easy option. You can write us a check or make a donation online. - Securities
Transfer appreciated assets (stocks, bonds).
Gift Option:
- Charitable Bequest
A bequest is simple and direct and can be formally changed should you want or need to do so. - Beneficiary Designations
A beneficiary designation is a simple way to leave a gift from a variety of assets and can be changed at any time - Life Insurance or Retirement Assets
Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective…
- In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
- Make us the beneficiary of a life insurance policy you no longer need or other assets including IRAs and other retirement plans assets, commercial annuities, checking or savings accounts, or brokerage accounts.
Gift Option:
- A Gift Annuity
A simple way to give and receive an income. - Charitable Remainder Trust
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
- Securities
Transfer appreciated assets (stocks, bonds). - Cash
Gift Option:
-
A Qualified Charitable Distribution
A direct transfer from your IRA—available to IRA owners age 70½ or over.
Best Way to Realize My Objective…
- Must transfer directly from the IRA to the charity.
- No tax deduction, but gift counts toward RMD and no tax is due.
- Gift up to $105,000 (annual aggregate limit in 2024) qualifies for favorable tax treatment.
- A one-time distribution up to $53,000 (in 2024) can be used to establish a charitable gift annuity or a charitable remainder trust.