Planned Giving

Consider including Friends of the Haven in your estate planning.

Stocks:

Donating long-term, appreciated securities directly to Friends of the Haven, rather than selling assets and then donating the cash proceeds, is one of the best and easiest ways for you to make a large impact! By taking advantage of the applicable tax incentives, you can realize significant savings and increase the amount of funds available for charitable giving. We have partnered with Raymond James to manage our stock transfer account.

Charitable Bequest:

A bequest is one of the easiest gifts you can make to significantly impact our work. Your estate planning expert can include a provision in your will that leaves a lasting gift. It costs nothing to make a bequest, and it is free from federal income tax. It can be changed if your circumstances change and most importantly – you create a legacy through a bequest.

Qualified Charitable Distribution (QCD):

If you are 70 and 1/2 years old or more, you can give tax-free distributions from your Individual Retirement Account (IRA)!

Please contact Bill Winn for more information and to further discuss the benefits and opportunities for planned giving.