Planned Giving- The Arc of Indian River County
Here are some of the best ways to make a gift to The Arc of Indian River County,
along with the benefits that you will receive for making such a gift.
Ways of Giving Benefits __________________________________________________________________________
Most Popular
Bequest Just takes a simple designation in your will or trust and costs you nothing during your lifetime. They are easy and revocable should your situation change.
Living Trust/Special Needs Trust Avoids Probate. Just name The Arc of IRC as beneficiary
_________________________________________________________________________________________________________________________
Cheapest Source of Cash
Life Insurance Donate Policy and deduct future premiums or just name The Arc of IRC as beneficiary. Good for funding Special Needs Trust also.
_________________________________________________________________________________________________________________________
Save Kids Taxes
Retirement Assets Retirement funds paid to your kids at your passing are hit with income and estate taxes but are tax-free to The Arc of IRC. Funds left to children can be hit with up to 70% tax; but the full amount would go to The Arc of IRC tax-free.
_________________________________________________________________________________________________________________________
Greatly Reduce Estate Tax
Charitable Lead Trust/
Charitable Remainder Trust Trust provides generous estate and gift tax deductions for wealth transferred to family at a more mature age. Great for selling assets tax free and/or receiving income for life.
_________________________________________________________________________________________________________________________
Deduct Now,
Transfer Later
Donor Advised Fund Works like a “charitable bank account” Claim deduction now and decide when The Arc of IRC would receive funds. You retain control and family influence over dollars.
Family Foundation Let’s you and your family invest and control your charitable dollars.
_________________________________________________________________________________________________________________________
In- Kind Rather Than Cash
Real Estate Great for making a gift and transferring burden of property.
Won’t reduce disposable funds.
Art and other Real Assets A way to make a gift that won’t reduce funds.
_________________________________________________________________________________________________________________________
*This information is provided for informational purposes only and should not be construed as legal or financial advice on any matter. The Arc encourages you to seek the advice of an attorney and/or a financial adviser with expertise in special needs planning who can advise you on how to protect both current and future financial needs.
For More Info Call Heather - 772 562-6854 x214
Here are some of the best ways to make a gift to The Arc of Indian River County,
along with the benefits that you will receive for making such a gift.
Ways of Giving Benefits __________________________________________________________________________
Most Popular
Bequest Just takes a simple designation in your will or trust and costs you nothing during your lifetime. They are easy and revocable should your situation change.
Living Trust/Special Needs Trust Avoids Probate. Just name The Arc of IRC as beneficiary
_________________________________________________________________________________________________________________________
Cheapest Source of Cash
Life Insurance Donate Policy and deduct future premiums or just name The Arc of IRC as beneficiary. Good for funding Special Needs Trust also.
_________________________________________________________________________________________________________________________
Save Kids Taxes
Retirement Assets Retirement funds paid to your kids at your passing are hit with income and estate taxes but are tax-free to The Arc of IRC. Funds left to children can be hit with up to 70% tax; but the full amount would go to The Arc of IRC tax-free.
_________________________________________________________________________________________________________________________
Greatly Reduce Estate Tax
Charitable Lead Trust/
Charitable Remainder Trust Trust provides generous estate and gift tax deductions for wealth transferred to family at a more mature age. Great for selling assets tax free and/or receiving income for life.
_________________________________________________________________________________________________________________________
Deduct Now,
Transfer Later
Donor Advised Fund Works like a “charitable bank account” Claim deduction now and decide when The Arc of IRC would receive funds. You retain control and family influence over dollars.
Family Foundation Let’s you and your family invest and control your charitable dollars.
_________________________________________________________________________________________________________________________
In- Kind Rather Than Cash
Real Estate Great for making a gift and transferring burden of property.
Won’t reduce disposable funds.
Art and other Real Assets A way to make a gift that won’t reduce funds.
_________________________________________________________________________________________________________________________
*This information is provided for informational purposes only and should not be construed as legal or financial advice on any matter. The Arc encourages you to seek the advice of an attorney and/or a financial adviser with expertise in special needs planning who can advise you on how to protect both current and future financial needs.
For More Info Call Heather - 772 562-6854 x214
