Planned 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 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.

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.

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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.

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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.

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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.

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.

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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 WAY 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.