it is the purpose of Make-A-Difference Foundation
to offer all friends of the foundation and people
in the community an opportunity to support the
foundation beyond their lifetime.
A planned gift is arranged by you legally during
your lifetime. The principal benefits accrue to
Make-A-Difference Foundation at a later time, after
your death or the death of your last named
beneficiary. Planned gifts take many forms,
providing additional income for you and/or your
heirs, reducing income and estate taxes, relieving
you and your heirs of complicated financial
management responsibilities and helping to fulfill
your personal, humanitarian and charitable
objectives. Planned gifts can be made in cash, real
estate, stocks, bonds, personal property or life
insurance.
Bequests by Will
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting Make-A-Difference Foundation, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.
Gift Annuity
A gift annuity is an agreement between you and Make-A-Difference Foundation. In exchange for your irrevocable gift, Make-A-Difference Foundation pays a fixed dollar amount during your life and/or the life of a designated loved one. The amount you receive is determined by the size of your gift, your age and the age of your beneficiary. Your income is guaranteed, regardless of market fluctuation. A major portion of your income is a tax-exempt return of principal and the income may be deferred until a later time as part of your retirement plan.
Charitable Remainder Trust
A charitable trust transfers ownership and management of cash and/or appreciated securities to Make-A-Difference Foundation. The Foundation manages the trust and pays income to you for the remainder of your life and/or the life of another beneficiary. An annuity trust provides a fixed annual income for those wanting consistent, predictable payments. A unitrust pays a variable return based on market changes, providing an effective hedge against inflation.
Life Insurance
Contributions of life insurance can provide a substantial gift to Make-A-Difference Foundation. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.
MAD Endowment
A MAD endowment is a perpetual gift that can be designated for a specific Make-A-Difference Foundation program. The original gift remains intact, and the income is used toward the designated area of service. An endowment can be established in memory of a loved one or a donation can be added to an existing fund that will contribute to your local community indefinitely.
Begin Planning
Make-A-Difference Foundation advisors are professionals with many years of experience in estate and gift planning who care about your goals and plans. They will work with your attorney or accountant to explain the many gift opportunities available to you and the financial advantages of each. Contact Make-A-Difference Foundation to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.
Bequests by Will
One of the simplest planned gifts is a bequest through your will in which you designate either a specific dollar amount or a percentage of your estate after other disbursements. In addition to supporting Make-A-Difference Foundation, it serves as an example to your heirs of the values and ideals you hold dear. A bequest also can reduce the amount of your taxable estate, which may increase the actual amount available to loved ones.
Gift Annuity
A gift annuity is an agreement between you and Make-A-Difference Foundation. In exchange for your irrevocable gift, Make-A-Difference Foundation pays a fixed dollar amount during your life and/or the life of a designated loved one. The amount you receive is determined by the size of your gift, your age and the age of your beneficiary. Your income is guaranteed, regardless of market fluctuation. A major portion of your income is a tax-exempt return of principal and the income may be deferred until a later time as part of your retirement plan.
Charitable Remainder Trust
A charitable trust transfers ownership and management of cash and/or appreciated securities to Make-A-Difference Foundation. The Foundation manages the trust and pays income to you for the remainder of your life and/or the life of another beneficiary. An annuity trust provides a fixed annual income for those wanting consistent, predictable payments. A unitrust pays a variable return based on market changes, providing an effective hedge against inflation.
Life Insurance
Contributions of life insurance can provide a substantial gift to Make-A-Difference Foundation. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.
MAD Endowment
A MAD endowment is a perpetual gift that can be designated for a specific Make-A-Difference Foundation program. The original gift remains intact, and the income is used toward the designated area of service. An endowment can be established in memory of a loved one or a donation can be added to an existing fund that will contribute to your local community indefinitely.
Begin Planning
Make-A-Difference Foundation advisors are professionals with many years of experience in estate and gift planning who care about your goals and plans. They will work with your attorney or accountant to explain the many gift opportunities available to you and the financial advantages of each. Contact Make-A-Difference Foundation to learn how confidential, personal financial planning can help you achieve your goals while helping to sustain our life-changing mission.
Planned Giving