Legacy Giving

Legacy Giving offers wonderful benefits to a donor. It can help you to plan for your family’s future and give you the opportunity to support those causes that mean the most to you. Legacy Gifts offer you the satisfaction of giving a gift that makes a profound difference in the community.

There are many ways to make this kind of gift: your financial advisor can help you to decide what is right for you and your family. Make your planned gift to the Developmental Disabilities Foundation today and help us enable people with developmental disabilities achieve their full potential for years to come.

Bequests
A bequest is cash or property that is gifted to an organization in one’s will. Gifts of this type can help to reduce your income tax bill in the year of your death.

Lifetime Trust
This trust is created in your name to provide support for a person with a developmental disability after you are gone. Income from the trust does not affect your loved one’s government assistance. The residual of the trust can be gifted to a charity upon the death of the trust beneficiary.

Life Insurance
There are a few ways that life insurance policies can fulfill your wish to make a charitable gift. Depending on your selection, you may receive a tax advantage immediately or as part of your estate.

Publicly Listed Securities
A gift of publicly listed securities is another way to donate to a charity. When you give a gift of securities that have increased in value, you no longer have to pay capital gains taxes. A tax receipt is issued for the fair market value of the security on the day the gift is finalized.

Gifts of Property or Real Estate
There are excellent tax benefits with this type of gift. Sale of property or real estate can trigger capital gains taxes, but a gift of property can mitigate those taxes. Ask your financial advisor for more information about the tax advantages for you.