Some may think that planned giving is something only affluent donors do.
Did you know that most planned gift donors give small annual gifts year after year rather than larger donations? Planned Giving to Save a Child’s Heart is an effective way to donate retirement plan assets, stocks, bonds, and other assets to support our mission to save the lives of children with congenital heart disease in developing countries.
Simply put, planned giving is the transfer of assets to a designated nonprofit organization during a lifetime or as part of an estate plan.
You can use planned giving now – such as through the donation of appreciated stocks – as a part of your tax strategy and philanthropic impact. It can also be a way for you to deepen your legacy and impact even after you are physically gone.
This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax benefits and are generally transferred via a will or other written means.
Transferring assets is easy and it can provide tax benefits. Save a Child’s Heart accepts the following methods, and we will provide you with information regarding the procedures and benefits. Download the PDF to learn more about giving to Save a Child’s Heart through these methods.
Estate giving often comes in the form of a gift in your will or trust. It is one of the easiest and most flexible ways to make a planned contribution.
One of the most advantageous ways to contribute to Save a Child’s Heart is through a gift of stock. You can donate appreciated stocks, and the total value of the stock upon transfer is tax-deductible. There is no obligation to pay any capital gains taxes on the appreciation.
You can contribute retirement funds to Save a Child’s Heart as an outright gift through beneficiary designation or as a special tax-free IRA gift.
There are a number of ways to support Save a Child’s Heart with an insurance-related gift, such as by adding a beneficiary to your policy or making Save a Child’s Heart the owner and beneficiary.
You may name Save a Child’s Heart as a beneficiary of your life insurance policies, individual retirement accounts, commercial annuities, or checking, savings, or financial accounts.
A donor advised fund, or (DAF), allows you to make a charitable contribution, recommend grants to support your favorite charities, and receive immediate tax deductions.
Get all the details about planned giving to SACH and make a plan for the impact you can make, now and into the future.