Planned giving is about finding smart ways for you to make larger gifts than you imagined possible, and to do it in ways that best fit your needs and work well both for you and SVRC Industries.

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If you’ve ever wished you could give more but didn’t think you could afford to do so, we can help you look into ways to realize your wishes without affecting your quality of life or limiting your ability to provide for your family the way you’d like. How about a gift that provides you with increased income? We can help you explore that option and many more.

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There are many ways you can make a planned gift:

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• Will bequests and revocable trust agreement provisions (Find SVRC Industries tax ID# and bequest language here.)

• Beneficiary designations of retirement accounts and life insurance policies (Find SVRC Industries tax ID# and bequest language here.)

• Payable-on-death (POD) designations for bank accounts and Transfer-on-Death (TOD) designations for stock portfolios

• Charitable lead trusts

• Retained life estates

• Outright or deferred gifts of:

  • Real estate

  • Closely-held business interests

  • Tangible personal property

  • Life insurance

 

Some gift types can be combined—for example, a gift of real estate or crops can be used to fund a charitable remainder trust.

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What is a planned gift?

 

When most people think about charitable giving, they think about how much money they have available in their checking accounts and how much they can give without limiting their ability to pay bills and spend money on other things they need or enjoy. Some donors also use appreciated stock to make a gift. But there are many more options people are not aware of.

 

Planned giving can expand your options and philanthropic capacity. A planned gift is one that typically requires the help of someone other than the donor to complete—a professional advisor or SVRC's philanthropy team One way to think of a planned gift is as a gift that involves anything more than writing a check for cash, making a credit card donation, or transferring marketable securities. Really great things can come of looking beyond those options, and you may be surprised to learn how easy it can be to make a planned gift.

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We’re here to help

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It takes special expertise to understand the ins and outs of these gift types, but the basic ideas behind them are simple. That’s where we come in. We can tell you how the gifts work in as much simplicity or sophistication as you desire and provide information and suggestions to you. We can’t give you legal or tax advice, but we are happy to provide you with detailed illustrations for use in your consultations with your professional legal and tax advisors and are happy to work with them directly and with you to whatever extent you wish in the gift planning process. We will also assist you in documenting the gift in a way that ensures your gift will be used to support the services that are most important to you — emergency shelter, children’s services, or general support.

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We’d love to visit with you! Please contact us for more information.