Planned Giving

Bequests

A simple way to support the future of The Lord’s Place is to provide for it in your will, as a lump sum or as a percentage of your estate.  Benefits may include an estate tax charitable deduction as well as potentially lessening the tax burden on your family.

Estate Plan

You can give cash outright through a bequest in your Will or Living Trust, or by using vehicles such as Charitable Gift Annuities, Charitable Remainder Trusts and Charitable lead Trusts.  These options have potential benefits of income paid to you and your spouse at guaranteed and attractive rates of return, as well as gift and estate tax savings.

Life Insurance

You can make The Lord’s Place a beneficiary of an existing life insurance policy, or you can purchase a new policy and make The Lord’s Place the owner and beneficiary.  When executed properly, the life insurance proceeds will not be included in your estate for tax purposes.  Life insurance is a flexible charitable giving tool that can be tailored to your unique financial needs while also supporting The Lord’s Place.

Real Estate, Retirement Assets or Stocks and Bonds

Donating appreciated securities allows the donor to avoid capital gains tax on the donated securities while still generating an income tax deduction.  A gift of an IRA, 401K or 403B pension, or other deferred plan is a good way to help The Lord’s Place, which is not taxed upon receiving the gift.  A gift of your appreciated property or land could help you avoid capital gains tax, and allow you to receive a charitable income tax deduction.

If you have any questions, please contact the Advancement Office at 561-578-4928 or info@TheLordsPlace.org.

This summary of ways to give is for informational purposes only and is not intended as tax advice.  Consult with your financial advisor regarding your individual circumstances.