Combining financial planning, estate planning, and tax planning techniques, planned giving may enable you to make a gift of surprising significance, often with dramatic tax and financial rewards.
Planned gifts are usually deferred (gifts to be received at a later date) and can be excellent giving options for donors to leave their Above + Beyond Cancer legacy and advance our great organization.
A Charitable Bequest in your Will or Trust
By far the most common way that estate gifts are given to charities is through a bequest established in your will or trust. Gifts made in your will are very simple to outline and will have an amazingly positive impact on our organization, helping us elevate the lives of those who are touched by cancer, to create a healthier world. You may outline a specific bequest of a fixed dollar amount or a percentage of your estate, or the residual of your estate.
Suggested Language for Bequest in a Will or Trust
The language to use in your Will or Trust is fairly simple, such as:
“I give to Above + Beyond Cancer, (EIN 45-3951308), an Iowa nonprofit corporation located in Des Moines, Iowa, the sum of $____________ .”
“I give to Above + Beyond Cancer, (EIN 45-3951308), an Iowa nonprofit corporation located in Des Moines, Iowa, _____ percent of the residue of my estate.”
“I give to Above + Beyond Cancer, (EIN 45-3951308), an Iowa nonprofit corporation located in Des Moines, Iowa, all of the residue of my estate.”
There are other estate gift options that may be better for your specific situation. Such as
- Gifts of Real Estate
- Gifts of Grain
- Designating Above + Beyond Cancer as A Beneficiary of an IRA or Retirement Plan
- Charitable Gift Annuities
- Charitable Trusts
We suggest you consult with your financial planner about these options. We will gladly work directly with your planner as well, or through our partners at the Community Foundation of Greater Des Moines, to make your planned gift to Above + Beyond Cancer simple for you and as impactful as possible.
Ready to talk about a possible estate gift to Above + Beyond Cancer? Please contact:
Chris Goodale, Executive Director