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By considering our foundation in your charitable plans now, you may find that tax advantages can increase the value of your estate. Gifts may be made in a variety of ways to help maximize your charitable benefits:
A bequest by will for a specific amount or percentage of your estate to our endowment fund permits you to retain all your assets during your lifetime and/or the life of your spouse.
When the added protection of an insurance policy is no longer needed, transferring the policy’s ownership to our endowment fund can yield tax benefits for you. Our foundation also can be included as a beneficiary, contingency beneficiary or owner of a new or existing policy.
Designating our endowment fund as the beneficiary or contingency beneficiary of your retirement plan assets can significantly reduce your estate tax liability and eliminate income tax that would be payable by a beneficiary other than a charitable organization.
A charitable remainder trust provides income to you or other individuals you designate for the beneficiary’s lifetime or for the trust’s term. Thereafter, the trust principal will go to our endowment fund.
A charitable lead trust builds our endowment fund over time while providing you with tax deductions. At the end of the trust’s term, the remaining assets are transferred to specified individuals or to you.
A charitable gift annuity can be established by making a gift of cash or securities worth at least $10,000. It guarantees a fixed stream of income for life for you and/or other designated individuals and provides an immediate income tax deduction for the gift. Upon the death of the last beneficiary, any remaining amount will go to our endowment fund.
An outright gift of cash, appreciated securities or real properties may be the most convenient way for you to make a contribution to our endowment fund.
These options may offer various estate, gift or income tax benefits, leaving you more to give to your family and charity. We would be pleased to provide you or your advisor with more information as needed.
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Become a Legacy Member