Other Types of Giving

Other Giving Options 

 

Serving Older Adults is pleased to accept other forms of donations including:

 

Planned Giving: Planned giving is a contribution arranged in the present and allocated at a future date, often through a trust once the donor has passed away. Serving Older Adults is dependent upon the generosity of its friends whose forward-thinking gift ensures the continued success of the organization.

 

Matched Gifts: These are donations from corporations or businesses that match charitable gifts from employees (or retirees) at a specific ratio set by the employer. Matching gifts require the employee or retiree to complete a matching gift form that is provided to Serving Older Adults to confirm the individual’s gift and returned by SOA to the employer.

 

A Bequest or codicil in your will or trust is a way to make a deferred gift to Serving Older Adults.

 

An IRA is a tax-free way to give to Serving Older Adults. Donors 70 years or better can give up to $100,000 from their IRAs without having to pay income taxes on the money.

 

Retirement Plan Assets from employee retirement plans, IRAs or tax-sheltered annuities can be left to Serving Older Adults.

 

Life Insurance for which all premiums have been paid and naming Serving Older Adults as owner and beneficiary can be donated to Serving Older Adults

 

Publicly Traded Securities (Stock) may be donated to Serving Older Adults. Brokers can provide donors with stock transfer instructions.

 

Real Estate can be given as appreciated property if held for longer than one year. The donor receives a federal income tax charitable contribution and avoids paying capital gains.

 

For more information on these giving options, please contact Jodi Bauer, CFO, at 414-282-5566.

 

In-Kind (non-cash) Gifts: These gifts are gifts of tangible personal property. If you wish to make an in-kind gift. Contact the Senior Center Manager at the center at which you wish to make a donation.