Planned Giving

Planned GivingPlanned Giving can be defined as ways a donor can leave money/assets to a nonprofit at his/her death; or a way to invest money so that the donor receives benefits during his/her life and then bequeaths the remaining funds to the nonprofit. These charitable gifts are often made as part of a donor’s overall financial planning. Planned giving not only carries benefits for the recipient but for the donor as well.

Potential benefits might include:

  • A means to make significant donations to charity
  • Passing assets to family at a reduced tax rate
  • Avoidance of capital gains tax
  • Increase current income for the donor or others
  • Reduce the donor’s income tax

There are multiple opportunities available when it comes to planned giving that help the Duvall Homes as well as offer tax and income benefits:

  • One-time or continuous cash donations, stocks, bonds, money market funds, or other forms of appreciated securities are most common form of gift with highly attractive tax advantages.
  • Real estate donations are also a way to contribute. If you are hesitating to sell real estate due to potential large capital gains taxes, you may transfer the property to Duvall Homes and derive substantial benefits.
  • Life insurance is another way to make a substantial gift. A policy can be assigned to Duvall Homes whether it is paid up, partially paid up, or is a new policy.
  • Gifts from wills of families of residents form an important source of donations for Duvall Homes. This type of gift allows the donor to invest in the future care of a loved one, programs he or she is involved with, or general operations that make Duvall Homes a home.
  • Life income plans and trusts can be a form of giving as well and can bring immediate benefits.

For additional information and/or for advice regarding planned giving please contact your financial advisor.

Other ways to Get Involved