Leaving a Legacy through Planned Giving

What is Planned Giving?

Planned giving is a type of charitable giving that allows you to express your personal values by integrating your charitable, family and financial goals into your estate planning. Making a planned charitable gift usually requires the assistance of the charity’s development professional and/or a knowledgeable advisor such as an attorney, financial planner, or CPA to help structure the gift.

Planned gifts can be made with cash, but many planned gifts are made by donating assets such as stocks, real estate, art pieces, or business interests—the possibilities are endless. Planned gifts can provide valuable tax benefits and/or lifetime income for you and your spouse or other loved ones.

Gift giving should be a part of any estate plan.  It allows donors to continue to support their favorite charity, Rider Relief Fund, and provide much needed support to our riders.  There are many options available to accomplish this for yourself and your family.

Giving Opportunities that Exceed Our Lifetimes

Thoughtfully planned, any of the following giving options may provide important personal benefits while benefitting Rider Relief Fund in the future.

  • Bequests through your Will
  • Pre-Funeral Planning
  • Gift through Beneficiary Designations
  • Individual Retirement Accounts (IRAs)
  • Gift of Securities
  • Charitable Trusts
  • Donor Advised Funds
  • Life Insurance and Retirement Plans
  • Personal Property
  • Real Property
  • Cash

 

Donors should seek charitable gift planning advice from professionals with integrity, expertise, and experience in law, investments, property, tax, and charitable transfers in order to assure both the technical merits of the transfer and the philanthropic quality of the gift.