Planned Giving Options

Many people believe that they lack sufficient assets to fund a trust or to include a charitable gift in their will. They assume that the joy of philanthropy and the tax advantages of a planned gift are privileges of the wealthy, not people like themselves.

This is not true. Today, many people of all ages and backgrounds are making a difference in the lives of people they love, in their community, and in their own lives.

There are many available gift opportunities to consider. Remember to work with your professional advisor to create a trust that is appropriate for you and your financial situation, and be sure to include ACHIEVE. Here are just a few options…

A Bequest
Include ACHIEVE in your will. You can create a will if you do not currently have one, or add a codicil if you have an existing will. You can designate a percentage of your estate or a fixed amount. You can also give a residuary bequest for all or a portion of your estate after all debts, expenses, and other beneficiaries have been paid.

A Gift of Stock
You can convert appreciated stock into a planned gift and avoid capital gains taxes. You may use the stock as an outright gift upon your death or to fund a charitable gift annuity.

Gift Annuities
This popular option allows you to give a significant gift to ACHIEVE and receive an income stream for life. Receive a generous interest rate on your investment and also receive a portion of your income tax free.

401(K)
By naming ACHIEVE as the beneficiary of your 401(K) account, IRA, Roth IRA, or other tax-advantaged retirement savings plan, you help the agency and help reduce taxes for your heirs.

Life Insurance
Name ACHIEVE as the beneficiary on a new or existing life insurance policy. The premiums are tax-deductible.

Real Estate
Make a gift of property to ACHIEVE. You receive a charitable deduction for the full fair market value of the property and you also avoid having to pay capital gains tax.

Download additional information about Planned Giving.