Giving Your Way - Conception Legacy

Giving Your Way

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Make a gift that costs you nothing today and can be altered or revoked if your plans change

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.

Make a gift that pays you an income, now

Make a gift that reduces current income tax

Make a flexible gift that you can change or revoke if your circumstances or goals change

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.

Make a gift that provides supplemental retirement income

Make a gift from your IRA

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.

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