Planned Giving

Today, make a gift that costs you nothing today and that can be altered or revoked if your plans change.

GIFT OPTION

Charitable Bequest: A Gift In Your Will – A bequest is simple and direct and can be changed should you want or need to do so.

BEST WAY TO REALIZE MY OBJECTIVE

Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.

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Make a gift that pays you an income now

GIFT OPTION

A Gift Annuity – A simple way to make a charitable gift and receive an income.

Charitable Remainder Trust – Generate income with a trust. Asset requirements are greater than with a gift annuity.

BEST WAY TO REALIZE MY OBJECTIVE

Securities – Transfer appreciated assets (stocks, bonds).

Real Estate – Some real estate will qualify. Talk to us.

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Make a gift that reduces current income tax

GIFT OPTION

Outright Gifts or Planned Gifts – Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) reduce current income tax.

BEST WAY TO REALIZE MY OBJECTIVE

Cash – Cash is easy. Write a check.

Securities – Transfer appreciated assets (stocks, bonds).

Real Estate – Some real estate will qualify. Talk to us.

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Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind

GIFT OPTION

Charitable Bequest – A bequest is simple and direct and can be formally changed should you want or need to do so.

Life Insurance – Designate a beneficiary now and change it later if your plans change.

BEST WAY TO REALIZE MY OBJECTIVE

In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.

Make us the beneficiary of life insurance you no longer need.

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Make a gift that provides supplemental retirement income

GIFT OPTION

A Gift Annuity – A simple way to give and receive an income.

Charitable Remainder Trust – Generate income with a trust. Asset requirements are greater than with a gift annuity.

BEST WAY TO REALIZE MY OBJECTIVE

Securities – Transfer appreciated assets (stocks, bonds).

Real Estate – Some real estate will qualify. Talk to us.

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Make a gift from your IRA

GIFT OPTION

A Qualified Charitable Distribution – A direct transfer from your IRA, available to IRA owners age 70½ or over.

BEST WAY TO REALIZE MY OBJECTIVE

Must be a transfer directly from the IRA to the charity.

No tax deduction, but gift counts toward RMD and no tax is due.

Gift up to $105,000 (annual aggregate limit in 2024) qualifies for favorable tax treatment.

A one-time distribution up to $53,000 (in 2024) to establish a new charitable gift annuity or a charitable remainder trust.

For more information, please contact the Advancement Department at 317-920-2684 or donors@discovernewfields.org.