Donors can designate your organization to receive estate assets in the future, or they can make an immediate gift of assets that are “out of sight and out of mind.” Donors can benefit from making a “simple” gift:

  • These gifts cost donors nothing during their lifetime.
  • They can make gifts that leave their cash flow and current financial planning unchanged.
  • Donors can “buy low and give high” by making their gift with appreciated securities instead.
  • The donor can give gifts of assets they no longer want or need.

Donors can take advantage of a gift that costs nothing during their lifetime by naming your organization as a beneficiary of a will or trust or a life insurance policy. They can also access special tax benefits by naming your organization as a beneficiary of a retirement plan.

A donor may also make a gift from current “out-of-sight, out-of-mind” assets that will produce an immediate benefit to you. By donating a life insurance policy, business interests, unused real estate, tangible personal property, stock, or appreciated securities that are paying little or no income, your donor may enjoy current tax benefits while providing immediate assets to you.