Gift planning encompasses a variety of ways you can make a gift to The Arc of East Central Iowa.
It usually involves financial or estate planning. Gift planning is a means by which anyone concerned about the wise use of their personal resources makes a thoughtful choice about their finances.
In general, you can make planned gifts through:
- A bequest in a will
- A life income gift, such as a charitable remainder trust or charitable lead trust
- Gifts of special assets, such as real estate, closely-held stock, or life insurance
Benefits of Gift Planning
Gift planning establishes a way for a donor to provide for family members while remembering The Arc of East Central Iowa as well. It often allows you to provide more for your heirs and make a larger gift to The Arc because it can reduce the taxed amount.
Formats of Planned Giving
Choose the planned giving format that works best for you. For example, your planned gift can be:
- Designated for an organization’s general fund or endowment
- Given as either outright gifts (i.e., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (i.e., charitable gift annuities, charitable trusts)
How to Get Started
Talk to your attorney, accountant, or financial advisor when making your estate plans. If you have questions about planned giving to The Arc of East Central Iowa, contact us for more information.