Ways to Give

Pooled Income Funds

Donate as little as $20,000 in Cash or Securities; receive an immediate charitable tax deduction and income for you and the lives of your spouse or beneficiaries with the remainder going to the charity.
To learn more log onto: www.PooledIncomeFunds.com

Donor Advised Funds

Allow you to name a successor donor advisor(s) to distribute your assets to charity after your passing. They alos alow you to pre determine the charity, amounts and frequency of distributions from your account. Basically giving you "control from the grave". To learn more log onto: www.DonorAdvisedFunds.com

Charitable Remainder Trust

Similar to Pooled Income Funds but better for larger contributions, typically $200,000 and up. A CRT can also accept assets that Pooled Income Funds can not such as Real Estate. A CRT also avoids capital gains, provides an immediate charitable tax deduction and income for you and your heirs with the remainder going to charity.
To learn more log onto: www.CharitableRemainderTrust.com

Charitable Lead Trust

The flip of a Charitable Remainder Trust, the income goes to the charity and at the passing of the donor the heirs receive the remainder. Capital gains are avoided and a charitable tax deduction is provided, also best suited for amounts over $200,000.
To learn more log onto: www.CharitableLeadTrust.com

Charitable Retirement Plan

Name the charity as the beneficiary of your retirement plan. Have your plan fund a Charitable Remainder Trust at your death. Starting December 31st 2003 you will also be able to roll your retirement plan to a Charitable Remainder trust or Pooled Income Fund while you’re alive.
To learn more log onto: www.CharitableRetirementPlan.com

Charitable Life Insurance

Name the charity as a beneficiary of your existing life insurance or use assets to fund a life policy and leverage the amount left to charity at your passing. To learn more log onto: www.CharitableLifeInsurance.com

Private Family Foundation

Similar to Donor Advised Funds but more suited for larger dollar amounts over 1.5 million. They allow you to have monies managed and distributed to charity after your passing but allow for the monies to be invested in a broad range of investemnts. To learn more log onto: www.PrivateFamilyFoundation.com

Wealth Replacement Trust

If you want to replace donated assets for your loved ones, establish a wealth replacement trust and fund it with a life insurance policy. Your heirs will receive the proceeds 100% income and estate tax free.
To learn more log onto: www.WealthReplacementTrust.com

Second to Die Life Insurance

this isn't a way to give, as much as it is a way to replace a gifted asset for your beneficiaries. The second to die is usually owned by the Wealth Replacement Trust so that the death benefit is recieved by the heirs income and estae tax free. To learn more log onto: www.SecondToDieLifeInsurance.com