Planned Giving

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Planned Giving

What is a planned gift? 

Planned gifts are financial contributions that enable you to make a larger donation than you would otherwise be able to make through regular income. Some planned gifts can provide income back to you during your lifetime, while others use tax planning techniques to provide for a charity and your loved ones in a way that can maximize the gift and minimize the impact on you.

Whether you use cash, stocks, real estate, business interests, personal property, life insurance or your retirement plan, the benefits of funding a planned gift make this way of giving very attractive to both you and MedShare.

What will your legacy be?

Greek proverb socitey grows...

Donate appreciated stock or IRA funds?

When you give appreciated stock or mutual funds instead of cash, you are able to avoid capital gains taxes that would be due if you had first sold the stock and then donated the proceeds. This is a smart way to give and save at the same time.

One of the key benefits of making a direct charitable contribution from your IRA is that the donation counts towards your Required Minimum Distribution (RMD). You can contribute more than your RMD to charity as long as you do not exceed $100,000 in a calendar year. There are numerous federal income tax benefits to the IRA charitable contribution compared to other charitable gifts. Please speak with your accountant or advisor about whether this will work for you.

Create your own legacy or honor a loved one

Create a lasting memory by designating a gift to MedShare in your will and name for someone you love. Many donors like to leave a donation to their favorite charities through their will. It isn’t complicated or difficult. MedShare can provide you with the appropriate information. Making a gift in your will allows you to craft a message to your loved ones about the things in life that mattered the most to you.

Receive income or have a loved one receive income 

It is possible to create a donation that allows you to receive a tax deduction and pays either you or a loved one additional income for a period of time.

 

An easy way to have a huge impact Meme what we do dies with us

Make a truly meaningful gift to MedShare even without being wealthy. Leverage your dollars for a larger gift by transferring ownership of a paid-up life insurance policy to MedShare. You will receive an income tax deduction equal to the cash surrender value of the policy and you may be able to use the cash value of your policy to fund a gift that delivers income back to you.

 

Please contact our Chief Development Officer, Sue Brandt, to learn more about making a planned gift.

Email Sue: donate@medshare.org
Call:  770-323-5858