Planned Gifts

Planned Gifts are specially designed to help you meet your own financial and family obligations while supporting the mission of the Foundation. These gifts give you special income and/or tax advantages. Choosing the appropriate form of planned gift can play a valuable role in strengthening your own long-term financial plans. At the same time it can enable you to leave a lasting legacy that would perhaps not otherwise be affordable. Should you include D'Youville Foundation in your estate plans, you will become a member of the D'Youville Legacy Society.

• Bequests by Will or Living Trust
  Bequest gifts allow you to make a gift by naming the Foundation in your will.
• Stock, Bonds, Mutual Funds
  Publicly traded securities that have appreciated in value are a popular way to donate. The full market value is recognized for gift purposes and potential capital gains taxes are avoided.
• Charitable Gift Annuity
  Charitable gift annuities (CGA) are the most popular life income gifts, ranking second to bequests in popularity of planned gifts. A CGA is an irrevocable contract between you and the Foundation by which you transfer cash or an asset in exchange for a fixed payment for life. Gift annuities may be based on one or two lives.
• Retirement Plans
  Retirement plans make excellent charitable gifts at the time of death. The Foundation can be named to receive all or a portion of a company pension plan, an IRA, a 401(k), or a Keogh plan. Because retirement plan assets are oftentimes subject to high estate taxes and the income is fully taxable when received by an individual beneficiary, making a charitable gift may be a better use of these assets.
• Life Insurance
  Life insurance policies that are no longer needed for family or business purposes can be transferred to the Foundation. Transferring ownership during your lifetime enables you to claim a charitable deduction equal to the surrender value.
• Gifts of Real Estate
  Whether a personal residence, a vacation home, a farm, undeveloped land, or commercial property, gifts of real estate can provide a number of benefits, including income tax savings and avoidance of capital gains taxes.

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