Planned Giving
Make a gift to Newfields today that costs you nothing now and can be altered if your plans change. Explore flexible giving options like charitable bequests, gift annuities, and charitable remainder trusts, which offer tax benefits, income potential, and the ability to adjust your gift if needed. You can also make a gift from your IRA or life insurance. Learn how your donation can support Newfields and help you achieve your financial and philanthropic goals. Contact us for more information on how to make a meaningful gift.
Legacy Circle Enrollment Form
If you are ready to make a planned gift commitment and join the Legacy Circle, please download and complete the enrollment form. Click here for more information on Legacy Giving.
Make a gift that costs you nothing today and that can be altered or revoked if your plans change.
Gift Option
A Gift In Your Will: This gift is simple and direct and can be changed should you want or need to do so.
Best Assets 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.
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.
A Charitable Remainder Trust – Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective
Securities – Transfer appreciated assets (stocks, bonds).
Real Estate – Non-producing appreciated property can be a good way to fund a charitable remainder trust.
Make a gift that reduces current income tax.
Gift Option
Outright Gifts or Planned Gifts – Both outright gifts and certain planned gifts (charitable gift annuities, charitable remainder trusts) can reduce your current income tax if you itemize.
Best Assets to Realize My Objective
Cash – An easy option—check or credit card.
Securities – Transfer appreciated assets (stocks, bonds).
Real Estate – Some real estate will qualify. Talk to us.
Make a flexible gift that you can change or revoke if your circumstances or goals change.
Gift Option
A Gift in Your Will or Trust – This gift is simple and direct and can be formally changed should you want or need to do so.
Life Insurance or Retirement Assets – Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective
In your will or revocable living trust, 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 a retirement account or life insurance you no longer need.
Make a gift that provides supplemental retirement income.
Gift Option
A Gift Annuity – A simple way to give and receive an income.
A Charitable Remainder Trust – Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective
Securities – Transfer appreciated assets (stocks, bonds).
Real Estate – Non-producing appreciated property can be a good way to fund a charitable remainder trust.
Make a gift from your IRA
Gift Option
A Qualified Charitable Distribution – A direct transfer from your IRA to us—available to IRA owners age 70½ or over.
A Life Income Gift – A one-time option to use IRA assets to create a lifetime income for you and/or your spouse.
Best Assets to Realize My Objective
No tax deduction, but the gift counts toward your RMD and no tax is due.
Gift up to $108,000 (annual aggregate limit in 2025) qualifies for favorable tax treatment.
A one-time distribution up to $54,000 (in 2025) 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.
