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Planned

Giving

You Can Create Your Own Legacy

Making a difference is important to you. Charitable giving is an important part of your life and your core values. Like many people, you’d like to know that the causes and organizations you care about today will continue to thrive in the future. 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 Crisis House through cash donations, consider making a planned gift.

IT'S EASY

IT'S EASY

Planned giving is easy to do and you don’t have to be wealthy to do it. Whether it is naming Crisis House in your will or trust for a modest amount, or a gift of house and property, there is an easy option that is right for you.

MANY ASSETS

IT CAN INVOLVE ASSETS YOU MIGHT NOT THINK OF

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.

INCOME STREAM

IT CAN GENERATE AN INCOME STREAM

In return for the donation of real estate, stocks or other assets, donors can receive a series of regular payments

TAX BENEFITS

IT CAN PROVIDE GENEROUS TAX BENEFITS.

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.

WORK IN TANDEM

IT CAN WORK IN TANDEM WITH OTHER FAMILY PRIORITIES.

Planned giving is not an “all or nothing” option. Gifts can exist side-by-side with other beneficiaries and personal priorities.

LONG REMEMBERED

IT IS LONG REMEMBERED

Designating a planned gift automatically makes you a member of Crisis House’s legacy society. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits.

What is Planned Giving?

Planned giving is a win-win approach to philanthropic donations that supports Crisis House and can benefit you now or in the future. Have you ever made a vehicle donation to benefit Crisis House? If you have, you know that transferring assets is easy and it can provide tax benefits as well. Simply put, “planned giving” is the transfer of assets to a designated nonprofit organization 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 and are generally transferred via a will or other written means.

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Contact Us to Inquire About Planned Giving

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