Leave A Legacy
A planned or future gift integrates your generosity with your overall financial, tax, and estate planning goals to maximize benefits to you and the Dave Thomas Foundation for Adoption. Planned gifts typically come from donor's assets rather than income and can be outright or deferred. Planned gifts include:
BequestsMake a legacy gift through your will by indicating a dollar amount, a specific property or a percentage of your estate to be donated to the Foundation.
Life Insurance Policies and Retirement Plans
Consider naming the Foundation as the beneficiary of a life insurance policy or qualified retirement plan. Assign ownership of a life insurance policy no longer needed to the Foundation to make a contribution while reducing your estate taxes.
Trusts and Annuities
A charitable remainder or annuity trust can provide an income stream and tax benefits for you and your heirs. They are often used for converting highly appreciated assets or securities into income for life or a specific number of years without incurring capital gains tax when the asset is sold. A charitable lead trust is often used for income-producing asset, such as stock or real estate, or assets that are expected to appreciate in value.
Ultimately, the best plan for you will balance what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans. We highly recommend that you consult with your own tax or legal advisor prior to making a planned gift. For more information, please call the development office at 1-800-ASK-DTFA.