Tax Smart Giving

Your generosity is powerful. With a little planning, it can also be smart. Tax Smart Giving offers meaningful ways to support The Lord’s Place while making the most of your financial resources. Whether you want to create a legacy for the future, give through appreciated assets, or recommend a grant from your donor-advised fund, these strategies allow you to maximize your impact and your benefits.

Here are some smart ways to give that can change lives today—and for generations to come.

Planned Giving

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Planned Giving is about planting seeds today that will continue to grow long into the future. By including The Lord’s Place in your will, trust, or estate plan, you can ensure that your compassion lives on—changing lives for years to come.

Why choose Planned Giving?

  • Create a lasting legacy of hope

  • Provide for your loved ones and the causes you care about

  • Potential estate and tax benefits

Simple ways to plan your gift:

  • Add The Lord’s Place to your will or trust

  • Name us as a beneficiary of your retirement plan, life insurance, or bank account

  • Explore options like a charitable remainder trust with your advisor

Your legacy can be one of dignity, stability, and hope for our neighbors.

Learn more here

Stocks, Mutual Funds & Wire Transfers

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Your generosity can go further when you give through assets. By donating appreciated stocks or mutual funds, you may avoid capital gains tax and still receive a charitable deduction.

Why it’s smart giving:
  • May avoid capital gains tax on appreciated securities

  • May qualify for a charitable deduction

  • Supports our mission immediately

How it works:
  • Instruct your broker to transfer shares or mutual funds directly.
  • Or, send your gift via a wire transfer for a quick, secure contribution.
  • Notify our team so we can properly thank you and put your gift to work right away.

A simple transfer today can create stability for someone tomorrow.

Learn more here

Donor Advised Funds

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Giving through a donor-advised fund makes supporting The Lord’s Place easy and impactful. Whether you recommend a grant now or plan for the future, your generosity ensures that vital programs continue year after year.

Ways to give through your DAF:

  • Recommend a grant today—simple and fast

  • Set up recurring grants to keep support going all year

  • Name The Lord’s Place as a successor or beneficiary to extend your impact beyond your lifetime

What to include:
  • Legal Name: The Lord’s Place, Inc.

  • EIN: 59-2240502

  • Address: 2808 N. Australian Ave, West Palm Beach, FL  33407

Your fund can be a powerful tool for hope and change in our community.

Learn more here

For more information, contact Anne Noble, Chief Advancement Officer at 561-578-4928 or ANoble@TheLordsPlace.org.