Past donations to the Foundation have come in many ways. Many individuals have chosen to make generous donations in one of the following ways.
Outright gifts may include cash, appreciated securities like stock and bonds, real estate or other property.
A bequest is a gift made by a donor through the use of a will or a living trust, or via a beneficiary designation on a retirement account or life insurance policy. It is the most direct form of planned gift, and occurs when the descendant dies, or following the death of the donor’s spouse or life partner.
Life Income Gifts
Life Income Gifts allow you to make a gift to the Foundation through a trust or annuity that will pay you and/or another beneficiary annual income for life, and provide estate tax benefits in the year of the gift. At the death of the last income beneficiary, the remaining principal is transferred to the Foundation. Life income gifts can include Charitable Remainder Trusts and Gift Annuities.
Charitable Lead Trust
A Charitable Lead Trust allows you to pass assets on to your family with significant estate tax savings while making a gift to the Foundation. In a lead trust, income is paid to the Foundation for a specified number of years. During the term of the trust, the Foundation receives the income earned from your gift. When the term of the trust is completed, the principal may be transferred to other beneficiaries (often children or grandchildren), with estate or gift taxes usually reduced or even eliminated.
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