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Giving Strategies

 

HOW TO GIVE

Gifts in a Will or Trust

A bequest is a gift given to Lincoln Rotary Club #14 Foundation through your Will or Trust. You can designate a specific dollar amount or specific piece of property, or you can define your bequest as a percentage of your estate. 

Gifts Through Beneficiary Designations

Many financial accounts, CDs, IRA accounts, mutual funds, annuities, and life insurance policies allow you to make a charitable gift using beneficiary designations. When you pass away, your account or insurance policy will be distributed consistent with the beneficiary designation.

Gifts from Your IRA Account

Rotarians or others with IRA accounts may be eligible to make a donation from his/her IRA account as part of the Required Minimum Distribution (RMD) without taxation by making the donation directly to a charitable organization. Those meeting the age requirements should contact their plan administrator or provide them with the form available below and follow the administrator's rules for the donation. Please consult your tax advisor to confirm your eligibility to participate.

Gifts of Life Insurance

Life insurance offers flexible ways to make a charitable gift of an existing policy or new policy.

Gifts that Provide Income

Make a gift now, get immediate tax benefits, ensure that you or a loved one receives income payments for life, and make a future charitable gift. One example is a charitable gift annuityWith a charitable gift annuity, you receive a guaranteed income for life and an income tax deduction in the year you establish the annuity. If you fund the annuity with an appreciated asset, you are only partially taxed on the capital gain. In most cases, a portion of the income payments are considered a nontaxable return on investment and not subject to income tax. At your death, the remaining funds will benefit the ongoing work of Rotary.

For more information on how to give, please contact your financial advisor.

 

WHAT TO GIVE

  • Gifts of Cash - Donating your treasure.
  • Gifts of Life Insurance -  Donating a life insurance policy that has outlasted its original purpose.
  • Gifts of Real Estate - Donating appreciated real estate, such as a home, vacation property, undeveloped land, farmland, ranch, or commercial property.
  • Gifts of Retirement Assets - Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension, or other tax-deferred plan.
  • Gifts of Securities - Donating appreciated securities, including stocks or bonds.
  • Gifts of Closely Held Stock - Donating closely-held stock when transferring business ownership.
  • Gifts of Tangible Property - Donating tangible personal property from the collector or creator.

For more information on what to give, please contact your financial advisor.

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