Other Gifts

Other Gifts

Donor-Advised Fund

Make an irrevocable gift to a fund maintained by a charitable organization and enjoy an income tax charitable deduction for the full amount of the gift. As the name implies, you can advise the fund regarding distribution; however, you may not place material restrictions on the fund.

IRA, 401(k), Other Pension Assets

Name us as the beneficiary of the balance of your retirement plan assets. Enjoy potential estate and income tax benefits.

Gift from an IRA

Transfer up to $105,000 (annual aggregate amount in 2024) directly from an IRA to us. The gift, available to those age 70½ or over, counts toward your RMD if one is due, and you pay no tax on the distribution.

Retained Life Estate

Donate a home and retain the right to live in the property for the rest of your life. Qualify for a current income tax charitable deduction for the value of our remainder interest in the home.

Charitable Lead Trust

Create a charitable lead trust that benefits us for a number of years, returns assets to your beneficiaries, and minimizes taxes.

Life Insurance

Simply make us the primary or contingent beneficiary of a life insurance policy, make a gift of a paid-up policy, or use life insurance to replace gifted assets so your heirs receive the full amount you intended for them.

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