Category Giving Tips

Estate Planning, Leaving Your Legacy with the Community

Giving Tip

The Sleeping Giant Society Planning your estate involves understanding your family’s legacy and how they want to be remembered. Developing your charitable giving within your estate plan can be creative and engaging for your family and community. To start with, think about your values and goals. Look at the big picture. Is there…

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Picture Your Legacy

At YVCF, we frequently ask donors, “what are you most passionate about?” and “what legacy would you like to leave in the world?” Many people can list the causes that they are passionate about. Others need time to reflect. We recognize that it’s difficult to start with a blank sheet of paper and…

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Leaving a Legacy as Part of your Estate Plans

leaving your legacy

Legacy Gifts A legacy gift to your favorite charitable cause can come in many forms. It is important to be clear in your instructions so that your last wishes are properly carried out. Work with your estate planning attorney and explore some common options for legacy gifts, such as: General gift: a specific…

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Charitable Giving Tip for June

Giving Tip

What inspires you to give? How do you want to make a difference in the world? Answering questions like these is the first step toward making your giving more meaningful—both for your personal fulfillment and for the people and communities you’re working to support. Whether you are giving $500 or $5 million, donors…

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Charitable Giving Tip

YVCF monthly Giving Tip

Double your donation: Ask your employer about corporate matching gifts   Many corporations have matching gift programs that match your personal donation to charitable organizations. It is an easy way to double or even triple the impact of your personal contribution to YVCF and your favorite local organizations. How to make your matching…

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Charitable Giving through Retirement Funds: Choosing Charity over Taxes

Estate planners and tax advisers often recommend retirement assets as the most tax-effective asset to distribute to charity. These assets are not only vulnerable to heavy taxation as current distributions but may also be taxed again as income on the tax returns of heirs. A recent tax law extension permanently allows annual IRA…

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Planned Giving Tip of the Month: February, 2019

remainder trust

BREAKING DOWN: What is a Charitable Remainder Trust A central idea of a charitable remainder trust is to reduce taxes. This is done by first donating assets into the trust and then having it pay the beneficiary for a stated period of time. Once this time-frame expires, the remainder of the estate is…

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Planned Giving Tip of the Month: January 2019

charitable distribution graphic

Remember to include Retirement Benefits and your IRA in your philanthropy Many donors have some form of retirement plan, be it a 401(k,) 403(b), 457 plan or a traditional IRA. Because of compounding interest and tax deferrals, these plans can grow quickly. However, if you pass with retirement plan assets in your estate,…

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12 reasons to establish a Donor Advised Fund

A donor advised fund (DAF) is an excellent and tax-efficient way to give to charity.  There are several big advantages to using a DAF as opposed to giving cold, hard cash, or writing checks. First, though, what are donor advised funds? A donor-advised fund is like a charitable savings account that you use...

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Planned Giving Tip of the Month

Hay Bales-Sleeping Giant- PASSION

Planned Giving Tip of the Month You Can’t Take it With You. But Some Try….in Strange Ways. You’ve heard it a million times—you can’t take it with you! Maybe not, but some people leave behind some strange things when they pass away, and sometimes they provide unexpected twists in the plotline of who…

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