The Goal | The Benefits | What to Do | |
---|---|---|---|
Will or Living Trust | Make a donation to rar without it affecting you during your lifetime | Reduce your estate and capital gains taxes | Name rar as a beneficiary in your will or living trust |
Life Insurance | Donate a large financial resource either now at little cost to you or later without it affecting you during your lifetime | Income tax deductions if you transfer the policy to rar |
Donate paid-up life insurance policies and/or Transfer ownership of an existing policy and/or Begin a new insurance policy naming rar as the owner and beneficiary |
Retirement Plan | Donate to rar and avoid the tax burden for your loved ones | Reduce the estate and income taxes that your spouse or beneficiary will incur, allowing a greater amount to be used for humanitarian care | Name rar as the beneficiary of your retirement plan |
Donor-Designated Fund | Control the size of your gift or the portion of your donor-advised fund designated for rar |
Help the most underserved group of people in America and see some of the benefits of your gift within your lifetime | Designate rar for current gifts or as a beneficiary to your donor-advised fund manager |
Annuities | Give a gift that lives with you. | Receive lifetime payments and reduce your annual tax bill. | Contact Joe Langenderfer, (214) 217-2600 Ext. 111 for more information. |
Stock | Give long term appreciated assets. | Receive an income tax deduction and avoid capital gains tax. | Contact Joe Langenderfer, (214) 217-2600 Ext. 111 to assist in the transfer of securities. |
If you have any questions regarding planned giving, please contact Joe Langenderfer, CFRE, Director of Planned Giving at (214) 217-2600 Ext. 111. You are also encouraged to consult with your legal and financial advisors when considering a planned gift.
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Compare alternatives with our Planned Giving Options page.