Create Your Own Legacy!
Making a difference matters to you. Charitable giving is an important part of your life. The good news is you don’t have to be Andrew Carnegie or Bill Gates to start a meaningful philanthropic legacy. In addition to supporting the work of your favorite organizations through cash donations, consider making a planned gift to the CRi Foundation.
The Difference of a Lifetime
What is planned giving?
Planned gifts are charitable contributions that are a part of your financial plans. In other words, it is the transfer of assets to CRi during a lifetime or as a part of an estate. Whether it is naming your favorite charity in your will or trust for a modest amount, or a gift of house & property, there is an easy option that is right for you. Planned giving is a win-win approach to philanthropic donations that supports the CRi Foundation & can benefit you now or in the future.
It's Also About You
What impact will planned giving have on me?
A life insurance policy. Real estate. Stocks. Business holdings. A checking or savings account. These are all assets that can be leveraged in planned gifts. In return for the donation of real estate, stocks or other assets, you can receive a series of regular payments. Depending upon the type of gift, short-term and/or long-term tax benefits may apply. Donors at a variety of income levels can benefit.
Designating a planned gift automatically makes you a member of CRi's Legacy Society. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits.
Benefits of Planned Giving
How can planned giving benefit you, your finances, and your family? Click the tabs below to learn more!
Donors of any age or income level can gift any amount through a will, trust, life insurance policy, or IRA. By doing so, the donor will gain estate tax benefits! To learn more about charitable bequests, click here to see a full explanation from Fidelity Charitable.
Want a hedge against inflation? Trying to avoid an increase of taxes on your assets? Charitable Remainder Trusts are great for middle-aged donors with complex appreciated assets! There is even the added bonus of receiving a cash return for your variable payment! Check out Fidelity Charitable's article on charitable remainder trusts!
For a gift of cash or stock, you can earn a fixed income for life and a tax charitable deduction in the year of your gift! Want more information? Read about charitable gift annuity!
Retained Life Estates are a unique was for older donors to gift their property to CRi. By providing property, you have given our individuals a safe place to grow and evolve in comfort. Check out Gordon Fischer Law Firm's explanation to learn more about Retained Life Estates.
