Making a difference matters to you. Charitable giving is an important part of your life. Like many people, you’d like to know that the causes & organizations that you care about today will continue to thrive for many tomorrows.
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.
WHAT IS PLANNED GIVING?
Planned giving is a win-win approach to philanthropic donations that supports the CRi Foundation & can benefit you now or in the future. Have you ever made a vehicle donation to benefit your favorite charity? If you have, you know that transferring assets is easy & it can provide tax benefits as well. Simply put, “planned giving” is the transfer of assets to the CRi Foundation during a lifetime or as part of an estate plan. This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax consequences & are generally transferred via a will or other written means.
Planned giving is easy to do & you don’t have to be wealthy to do it. 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.
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. Be sure to consult with your financial or estate planner for more specifics.
Planned giving is not an “all or nothing” option. Gifts can exist side-by-side with other beneficiaries & personal priorities.
Designating a planned gift automatically makes you a member of CRi's Legacy Society. Legacy Society members receive recognition in publications, social media & receive swag & invitations to exclusive special events. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. The chart below can help you find the type of gift that is right for you. Consult with your financial advisor or estate planner & join the CRi Legacy Society today!
We would love to talk more about what type of planned gift(s) might be best for you & your family. For more information about making a planned gift, consult your financial planner & contact AJ in The Philanthropy Department at email@example.com or info@MyCRi.org.
Become a Friend for Life - Join Our Friends of CRi Program!
The mission of the Friends of CRi is to provide support for CRi & the CRi Foundation, expand awareness CRi programs & supports & serve as a link to the community.
As ambassadors, Friends of CRi inform & educate the community on the work that CRi conducts for people with developmental disabilities & mental health needs.