Estate Planning

Your Contribution, Their Future

Create a lasting legacy that supports children and families for generations. Discover meaningful ways to include our organization in your estate plans. In partnership with HighGround Advisors.

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Our Partner: HighGround Advisors

We've partnered with HighGround Advisors to provide expert guidance on gift planning. Their team of trust and legal professionals can help structure a personalized gift plan that meets your goals.

Learn More about HighGround Advisors

How To Give

Discover gift options that provide tax and income benefits. Find the best planned gift to meet your goals.

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Bequest

You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form. A bequest is one of the easiest gifts to make.

Receive an estate tax charitable deduction
Reduce the burden of taxes on your family
Leave a lasting legacy

IRA Rollover

An IRA rollover allows people age 70½ and older to reduce their taxable income by making a gift directly from their IRA.

Avoid taxes on transfers of up to $105,000 from your IRA
Satisfy your required minimum distribution (RMD)
Reduce your taxable income, even if you do not itemize deductions

Donor-Advised Funds

You fund a donor-advised fund and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.

Receive an immediate tax deduction
Avoid capital gains tax on gifts of appreciated assets
Grow your charitable fund tax-free
Make grants to your favorite charities

Beneficiary Designation Gifts

You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Give without your family feeling it
Avoid the time and expense of updating your will
Reduce your taxable estate

Charitable Gift Annuity

You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

Receive fixed payments for life
Receive an immediate income tax deduction
Benefit from payments that are partially tax-free
Avoid capital gains tax on gifts of appreciated property

Charitable Remainder Unitrust

You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.

Receive income for life or a term of years
Receive an immediate income tax deduction
Avoid capital gains tax on the sale of appreciated assets
Income may increase as the trust value grows

Charitable Remainder Annuity Trust

You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Receive fixed income for life or a term of years
Receive an immediate income tax deduction
Avoid capital gains tax on the sale of appreciated assets
Know exactly what your income will be each year

Charitable Lead Trust

You fund a trust that makes gifts to our organization for a number of years. Your family receives the trust remainder at substantial tax savings.

Reduce or eliminate gift and estate taxes
Pass assets to your heirs at reduced tax cost
Make a significant gift to charity
Keep assets in the family

Sale and Unitrust

You give a portion of your property to fund a charitable remainder trust. When the property sells, you receive cash and income for life.

Receive cash at closing
Receive income for life
Receive a charitable income tax deduction
Avoid capital gains tax on the sale

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

Receive cash from the sale
Receive a charitable income tax deduction
Avoid capital gains tax on the gift portion
Reduce your taxable estate

Give It Twice Trust

You provide your children with a stream of income while making a gift to our organization. This type of trust allows you to benefit both your family and charity.

Provide income to family members
Reduce gift and estate taxes
Make a meaningful charitable gift
Assets may appreciate for charity's benefit

Life Estate Reserved

You give your property to our organization but retain the right to use the property during your lifetime. We receive the property when you pass away.

Continue to live in your home
Receive an immediate income tax deduction
Reduce your taxable estate
Make a significant future gift

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.

Make an immediate impact with your current gift
Leave a lasting legacy through your bequest
Receive tax benefits now and for your estate
Flexibility to adjust your plans over time

Endowment Gifts

An endowment is a fund you can create now or in the future to achieve the impact you desire. The principal is invested and a portion of the earnings is used each year, providing ongoing support forever.

Create a permanent source of support
Principal remains intact
Earnings provide ongoing annual support
Can be named in your honor or memory of a loved one

IRA to Gift Annuity Rollover

If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.

Counts toward your required minimum distribution
Receive fixed payments for life
Excluded from taxable income
One-time election available to each spouse

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What To Give

Learn about the best assets to make a planned gift, including cash, securities, and property.

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Gifts of Stocks and Bonds

Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.

Avoid capital gains tax on appreciated securities
Receive an income tax deduction for the full fair market value
Give more than you could with cash
Easy electronic transfer process

Gifts of Real Estate

Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift to our organization.

Avoid capital gains tax on appreciated property
Receive an income tax deduction for the full fair market value
Eliminate ongoing property expenses
Can be used to fund a life income gift

Gifts of Retirement Assets

Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a gift to our organization.

Assets pass to charity tax-free
Heirs receive other less-taxed assets
Simple beneficiary designation form
Can designate a percentage or specific amount

Gifts of Cash

A gift of cash is a simple and easy way for you to make a gift. Your gift of cash will make an immediate impact.

Immediate impact
Easy to give online, by check, or by phone
Fully deductible up to 60% of adjusted gross income
Can be designated to a specific purpose

Gifts of Insurance

A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider making a gift of your insurance policy.

Give a larger gift than you might otherwise afford
Receive a possible income tax deduction
Remove the policy from your taxable estate
Continue paying premiums for additional deductions

Gifts of Mineral Interests

A gift of mineral interests (oil, gas, gold, silver or other precious metals) is an excellent way to make a charitable gift.

Receive a charitable deduction for fair market value
Avoid ongoing income tax on royalties
Remove the asset from your taxable estate
Eliminate management responsibilities

Gifts of Business Interests

As a business owner, you have the opportunity to accomplish your philanthropic goals through charitable planning. A gift of your corporate stock or assets can provide you with tax and income benefits.

Receive a charitable deduction for fair market value
Avoid capital gains tax
Reduce your ownership stake strategically
Can be combined with a business sale