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What is planned giving?
Most donations to the Center come in the form of checks, money we receive immediately. You may not be aware of many other
options available.
"Planned" gifts are a form of deferred giving. You hold on to your money or assets for the
present, while making sure that you make a gift in the future. Your planned gift will ensure the financial future of the
Center long after your lifetime, guaranteeing the Center can continue its mission.
Planned gifts can be either revocable, such as a bequest in a will, or irrevocable. Irrevocable gifts give you an immediate benefit
from a tax deduction, but allow you to hold on to the asset until some point in the future, continuing to receive its benefits.
Does this sound like the right thing for you? Look over some of the options below and contact us if you are interested. We will be happy
to help you create the plan that is right for you and your financial security.
- Bequest in a will
Give us a gift in your will.
The donation is exempt from federal estate tax.
You maintain control of your asset for your lifetime.
- Revocable Living Trust
Name us the beneficiary of assets in a living trust.
You maintain control of your asset for your lifetime.
The gift in trust is exempt from federal estate tax.
- Outright gift of securities.
Donate stock or other securities
You receive an immedidiate charitable deduction at full market value and avoid
capital gains tax.
- Gift of life insurance
Contribute a life insurance policy you no longer need.
You get an income tax deduction and the possibility of future deductions through gifts to pay the policy's premiums.
- Gift of retirement assets
Name us the beneficiary of the remainder of your assets after your lifetime
A gift from the most highly taxed assets leaves more for your family; you avoid income and estate taxes.
- Charitable trusts
There are many different forms of charitable trusts.
Depending on the type, they can reduce your income taxes, give you income, and reduce your taxable estate.
If you are interested in planned giving, please contact the Center. We will assist you in determining which type of gift is best suited to your needs.
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