Planned Giving

Appreciated Securities
Gifts of appreciated securities (stocks & bonds) offer a double tax advantage
to you.

Life Insurance
You may donate an existing, paid-up policy; in turn, you will get an
immediate tax deduction for the gift, usually equal to the policy’s cash
surrender value, or you may take out a new insurance policy naming the
Foundation as owner and beneficiary.

Bequests
You may designate the Foundation as a beneficiary of your estate to receive
a certain dollar amount or to be the residuary or contingent beneficiary.

Other Assets
Gifts of other appreciated assets (real estate, jewelry, coins, etc.) may be
accepted subject to review.

Charitable Remainder Trusts
This option is for individuals who need to maximize their income but would
still like to make a charitable gift with their assets. When you establish a
charitable remainder trust, you receive an income tax deduction.

Gifts from Retirement Accounts
If you accumulated significant assets in a retirement account, you may want
to consider designating the foundation as a beneficiary of the account. Your
estate will receive a deduction for estate taxes and the foundation will not
incur taxable income.

Cash
The simplest way to make a gift to the Foundation is with cash.