What are Planned Gifts?Planned gifts are charitable giving methods that allow you to express your personal values by merging your financial and charitable goals. Planned gifts can be made with cash or by donating assets such as stocks.
Who Can Give?Anyone can give. A misconception is that giving through an estate is only for the wealthy. The truth is, anyone can make a difference through planning. Planned gifts can provide valuable tax benefits for you, your spouse or other loved ones. The most frequently made planned gifts are bequests made through your will. Other popular planned gifts include charitable trusts and charitable gift annuities.
Compared with donating cash, or selling your appreciated securities and contributing the after-tax proceeds, you may be able to automatically increase your gift and your tax deduction by donating long-term appreciated securities, including stock, bonds, and mutual funds directly to NAA.
Qualified Charitable Distributions (QCD)A QCD is an otherwise taxable distribution from an IRA (other than an ongoing SEP or SIMPLE IRA) owned by an individual who is age 70 or over that is paid directly from the IRA to a qualified charity. This type of gift to NAA can satisfy all or part the amount of your required minimum distribution from your IRA.
Beneficiary Designation GiftsGifts can be made to the Natural Areas Association when a donor designates NAA as the beneficiary on life insurance, IRA or pension plans. Talk with your plan administrator about a change of beneficiary form. To include NAA, provide the following legal name and tax ID number – Natural Areas Association, 36-3132261.
Bequest GivingYou may include a bequest to support NAA when preparing your will or by adding a codicil to your present will. Bequests may be of cash, securities, or other property.
The preceding information is not intended as legal, tax or accounting advice. For tax advice, please consult your financial professional.
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