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There are many ways to make a valuable contribution through planned giving. Let us help you navigate the options and attain your philanthropic goals.

From working with your financial advisor to answering common questions such as:

  • How can I be sure my charitable contribution will be used effectively?
  • How can I be philanthropic while ensuring my financial stability and that of my family?
  • Can I really build a meaningful legacy to benefit future generations?
  • When is the appropriate time to think about planned giving?

We can tailor your planned giving experience so that the end result is as unique as you are. We are pleased to offer the following gift options:

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Gifts of Stock and Estate

Gifts of long-term appreciated stock, mutual funds or real estate offer an easy and tax-efficient way to make a lasting contribution while avoiding capital gain tax and reducing federal income tax. To ensure you are entitled to receive the most beneficial tax treatment, please contact us before making your decision.

Gifts of Tangible Personal Property

As with gifts of stock and real estate, a donor will be entitled to a deduction as a result of a contribution of personal property to the Friendship Circle. If the gift made is relevant to our mission, you will receive a charitable deduction for income tax purposes for the donation’s full fair-market value.

 

 

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A bequest is one of the simplest ways to support the Friendship Circle. By including our organization in your Will, you can specify that some or all of your assets come to us after your lifetime. At that time, the asset(s) you specify will pass to us, and your estate can take a charitable deduction for the amount of your bequest, reducing the estate taxes payable. A Friendship Circle development professional can describe the bequest options available.

 

 

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The Friendship Circle accepts gifts of life insurance as the beneficiary of your policy. We also may be named as the beneficiary (primary or contingent) on your retirement accounts. In addition to providing you with numerous tax advantages, beneficiary designations are a quick, hassle-free way to make a gift. Changing your beneficiaries is easy. You may simply contact your insurance carrier or employer/plan administrator and request a beneficiary form. As with bequests, you have the freedom and flexibility to change your mind and your beneficiaries at any time.

 

 

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A Life Income Gift is a highly effective way to contribute assets to the Friendship Circle, while allowing you to keep an income for yourself and others for the remainder of your life, their lives, or a fixed term of years. To create a Life Income Gift, you may make an irrevocable gift of cash, securities, or real estate to the Friendship Circle, and in return, receive an income (fixed or variable, depending on the option you choose). After your lifetime and/or the lifetime(s) of other designated beneficiaries, the remaining balance of your gift would be used to support the Friendship Circle.

 

  

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If you have a sizable estate, wish to avoid taxes, and your heirs are generally taken care of for the foreseeable future, yet you wish to provide them with a substantial inheritance after your lifetime, a Charitable Lead Trust may be the right planned gift for you. A Charitable Lead Trust is an excellent way to give an immediate gift to the Friendship Circle while ultimately transferring assets to your loved ones- often with significantly reduced gift and estate taxes. Both Lifetime and Testamentary Charitable Lead Trusts are available depending on your preference.