What Will Your Legacy Be?
Planned giving ensures that your generosity reaches generations to come, while you and your family enjoy the benefits of smart financial planning. It could be your most powerful and lasting legacy, ensuring that your generosity can support marginalized groups the moment help is needed. If you choose to leave a planned gift to Humanity & Inclusion, we would be honored to recognize your extraordinary commitment as a member of our Legacy Society.
We are happy to discuss what planned giving could mean for you. Simply call (301) 891-2138, and ask to speak with our Development Office. You can also email Emily Grimes, U.S. Development Officer at email@example.com.
Ways to Give a Legacy Gift
The simplest way to establish your legacy is to designate Humanity & Inclusion as a beneficiary in your will or trust to receive a specified sum. You can give a specific dollar amount or asset, a percentage of your estate or make a beneficiary design of certain assets.
IRA Charitable Rollover
An IRA rollover is for donors aged 70 1/2 and older to decrease their taxable income by donating directly from their IRA. You can avoid taxes on gifts up to $100,000 and it may satisfy your required minimum distribution for the year.
How it works:
- Contact your IRA plan administrator to make a gift from your IRA to Humanity & Inclusion
- Your IRA funds will be directly transferred to Humanity & Inclusion to help continue our important work
- Please note that IRA charitable rollover gifts do not qualify for a charitable deduction
- Please contact us if you wish for your gift to be used for a specific purpose
If you’re looking for a tax-smart way to leave your legacy, consider a gift of stock. When you give appreciated stock that you’ve owned for more than one year, you can avoid capital gains tax and receive a charitable income tax deduction when you itemize.
Charitable Gift Annuities
Instead of investing in the fluctuating stock or real estate markets, make a charitable gift annuity to Humanity & Inclusion and we promise to pay fixed payment to you for life. You will also receive a charitable income tax deduction for the gift portion of the annuity.
Please consult a trusted lawyer or financial adviser before making any decisions regarding a planned gift.