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.
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.
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.
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.
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.
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.
Make a gift from your IRA
GIFT OPTION
The IRA Charitable Rollover – A qualified charitable distribution 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 $100,000 qualifies for favorable tax treatment.
For more information, please contact the Advancement Department at 317-920-2684 or donors@discovernewfields.org.