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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 AYE through cash donations, please consider making a planned gift.WHAT IS PLANNED GIVING?
Planned giving is a win-win approach to philanthropic donations that can provide vital long-range support for AYE. Simply put, “planned giving” is the transfer of assets to AYE during your lifetime, or as part of your 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 a trust document.
It’s easy.
Planned giving is easy to do and you don’t have to be wealthy to do it. Whether it is naming AYE in your will or trust, or gifting a home or other tangible property, there is an easy option that is right for you.
It can involve assets you might never think of.
A life insurance policy, real estate, stocks, motor homes, boats, business holdings, an IRA, a checking or savings account, antiques, and collectibles are all the typical asset categories that can be leveraged into a planned gift.
It can generate an income stream.
In return for the donation, a donor may receive a series of regular payments from AYE when the sale of assets is placed into a charitable annuity. These payments are in addition to any tax benefits the donor is qualified for.
It can provide generous tax benefits.
Depending upon the type of gift, there can be short and/or long term tax benefits for the donor. A person at any income level can take advantage of tax benefits and should consult his or her financial planner for more specifics.
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 as you create your overall financial plan.
It is long remembered.
Designating a planned gift automatically makes you a member of AYE’s legacy society with appropriate recognition on our website, Annual Awards Dinner Tribute Book, Newsletters, and Annual Report.
In addition to the satisfaction of making a meaningful gift, most planned gifts have benefits to you. The chart below can help you find the right type of gift to suit your particular needs. Please consult with your financial advisor and attorney and join AYE’s legacy society today. -
Gifts At A Glance
Donor Profile Making the Gift Donor's Benefits Gift Type Donors of any age or income level Gift of any amount via a will, trust, life insurance policy, or IRA Estate Tax Benefits Bequest Donors of any age, most often middle-aged A gift of cash in return for variable payments (% of gift)
Upon passing, remainder is distributed to AYE
Good for complex or appreciated assetsAnnual income that can adjust over time; act as hedge against inflation
May avoid capital gains taxes on appreciated assets
Income tax charitable deduction in year of giftCharitable Remainder Trust Older donors who want to help AYE, have liquid assets (such as stocks, CD’s, donor advised funds inside an investment account, savings accounts)
Middle-aged donors who want to provide income for their parents or other familyA gift of cash or stock in return for fixed payments to the donor for life
Upon passing, remainder is distributed to AYESecurity of a fixed income for life
Knowledge that your payments are legally guaranteed
Income tax charitable deduction in the year you make the giftCharitable Gift Annuity Older donors who own their own homes A gift of a primary residence, vacation home or other property with living quarters Donor can continue to live in or use the property
Income tax charitable deduction in the year you make the giftRetained Life Estate -
AYE would like to acknowledge the California Community Foundation for permission to use their planned gift descriptive literature cited above.