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Planned Giving 

What is Planned Giving? 

      Planned giving is a statement. Your gift says “Yes, I care about my community and my neighbors and I want to do something meaningful that will make a difference for others.”

      You may wish to make your gift in honor of — or in tribute to — a family member or other loved one. Your caring gift will not only honor that loved one, it will support the work of Community Caregivers for years to come.

      Your gift also may provide you or your estate with a significant tax advantage. The benefits you and your heirs receive will vary, depending on your circumstances. The choice of what to give and how to give it is yours.  

What Kind of Gift Can I Give? 

      Your gift to Community Caregivers can be structured in a variety of ways: 

• Charitable Remainder Unitrust

• Gift Annuity Agreement

• Provision by Will

• Life Insurance Agreement

• Life Estate Agreement 

• Charitable Lead Trust

• Revocable Living Trust    

• Cash or Non-Cash Gifts (securities, property, etc.) 

What Should I Do Next? 

      First, you should advise your attorney of your interest in making a planned gift to Community Caregivers, Inc. Your accountant also may be able to provide you with additional advice and information. In addition, Community Caregivers will gladly work with you and/or your advisors in planning your gift.

      Show you care by saying “I CARE” through a planned gift to Community Caregivers, Inc. Call us at (518) 456-2898 or send an email to info@communitycaregivers.org for more information about:  

  •  Giving through a will

  •  Gifts that provide income

  •  Charitable gift annuities

  •  Pooled income funds        

  •  Charitable remainder trusts

  •  Giving through retirement plans

  •  Giving through life insurance

  •  Giving securities

  •  Giving real estate or other non-cash gifts

 

 

This page updated 08/14/2008

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