Planned Giving

What is planned giving?

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 immediate 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.