Planned Giving – How You Can Help
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Because the Foundation is a non-profit organization and operates under IRS section 501(c)(3), many tax advantages exist for the individual as well as businesses. Discuss these with your accountant or planned giving consultant and involve our board of trustees with your wishes. We will help direct you to sources of information so that you can make intelligent choices regarding planned giving. |
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Some of the ways in which our donor's can elect to support the
Foundation's mission include, but are not limited to the following:
- Volunteer Time and Talents
- Donate by check or cash and indicate which fund you wish to support
- Donate online via PayPal
- Transfer stock to the D-9 Foundation rather than sell and avoid a capital gain tax imposed
- Develop a Charitable Lead Annuity Trust or Charitable Lead Unitrust so the Foundation may receive immediate income interest. Normally established through qualified tax counsel, trust company or bank trust department.
- Donate outright gifts of property or other valuable items. You may avoid a capital gain tax, though a tax advisor should be consulted to make the determination with you.
- Donate to the D-9 Foundation in your will or trust. The establishment of a Charitable Remainder Annuity Trust, or Charitable Remainder Unitrust are often a part of this process. This would reduce your taxable estate possibly saving a lot taxes. This is especially true when dealing with an IRA or pension plan. The advice and counsel of a well qualified and sophisticated consultant in this area is a necessity.
Here is an excellent resource:
Leave a Legacy of Western Washington
Though this is a Washington chapter of the Leave a Legacy program the information applies to any charitable giving. We recommend you view their “Resources for Individuals” and “Estate Planner Resources” sections. They clearly illustrate the income and tax benefits and provide a good summary of charitable giving options. Check it out!