Ways to Give

Charitable Gift Annuity
__The concept of the charitable gift annuity in America dates back to the 1870s, when a parishioner first donated a valuable asset to the church in exchange for a flow of income. Today, the concept includes valuable tax benefits for donors.

Charitable Remainder Trust
__What are your plans for the future? While there is no single way to achieve all of your personal and financial goals, there is one strategy that can meet many of your needs. It's called a charitable remainder trust. In the right circumstances, this plan can increase your income, reduce your taxes, unlock appreciated investments, rid you of investment worries and ultimately provide very important support.

Bequests
__Leave your legacy by making a gift in your will to friends, family and charitable organizations. A bequest is one of the simplest ways to remember those you care about most.

Charitable Lead Trust
__If your goal is to provide an inheritance for your children, but you would also like to make a significant charitable gift through your estate, find out how a charitable lead trust can help you satisfy both objectives. It's a charitable lead trust that can provide a significant charitable gift through your estate and provide an inheritance to your children.

Wealth Replacement Trust
__Perhaps you would like to make a sizable contribution to us now to help meet our current needs, but you don't want to reduce the estate you will pass to your family. The solution?
Purchase life insurance.

Pooled Income Fund
__A pooled income fund is a common trust to which a number of donors make contributions and retain for themselves a portion of the fund’s earnings each year. As each donor or beneficiary dies, the value of the fund attributable to that death is severed and paid to the Foundation. This type of fund is similar to a mutual fund.

Retained Life Estate
__One of your valued possessions, your home, can become a valued gift to us even while you are still living in it, and even if you want your spouse or other survivor to live there for life. This arrangement is called a retained life estate.

Matching Corporate Gifts
__Many companies will match gifts that their employees make to charities. Corporate matching gifts are a strategic public relations strategy for companies to show their clients that they are good corporate citizens and involved in the community. Please check to find out if your workplace has or would be interested in considering a matching gift program.

 

© 2006, Ottumwa Regional Health Foundation