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You are at: Planned Giving > Gift Options > How to Give

How to Give

How to Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

Basic Planned Giving

  • Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Obituary Designation
    In lieu of flowers, you can list The Endowment Board as your charity of choice in your obituary. Simply make a note in your end of life plan.

Intermediate Planned Giving

  • Pooled Income Fund
    You can make a gift to our pooled income fund and receive tax and income benefits in return.
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  • Qualified Charitable Distribution (QCD)
    (also known as IRA Rollover)
    Congress has enacted a permanent Qualified Charitable Distribution. As a result you can make a QCD gift this year and in future years.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Advanced Planned Giving

  • Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Lead Trust
    You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.
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  • Sale and Unitrust
    You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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  • Give It Twice Trust
    You provide your children with a stream of income while making a gift to charity.
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  • Life Estate Reserved
    You give your property to our organization but retain the right to use the property during your life.
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  • Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Gift Annuity
    You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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* The Endowment Board does not offer Charitable Gift Annuities, but we have sister organizations that do. Please contact us for further information.

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