Planned Giving

Benefits

• Your estate may qualify for a tax deduction when it fulfills your bequest.
• You will keep control over your assets should you need them during your lifetime.
• You will retain the flexibility to modify your gift anytime, should your circumstances or desires change.
• The impact of your gift will continue in perpetuity if left to endowment.
• You will make a gift to Freedom Waters Foundation that may be larger than any gift you could make during your lifetime.
• You can instruct how the funds will be used.

What to Give

• Gifts of Stocks and Bonds
• Retirement Assets (IRA, 401k, 403b, pension, or other tax deferred plan)
• Cash
• Life Insurance Policies
• Appreciated Real Estate

Ways to Give

• Bequests – You designate Freedom Waters Foundation as the beneficiary of your asset by will, trust, or beneficiary designation form.
• IRA Charitable Rollover – Gifts from your IRA are a smart way to support Freedom Waters Foundation and may have significant, additional tax benefits depending on current legislation.
• Charitable Remainder Unitrust and Charitable Remainder Annuity Trust – You transfer your cash or appreciated property to fund a charitable remainder unitrust or annuity trust. The trust sells your property tax free and provides you with income for life or a term of years.
• Charitable Lead Trust – You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Ways You Can Define the Amount of Your Bequest

• A gift of a particular amount of money (e.g., $25,000).
• A gift of a specific item or items (e.g., 1,000 shares of a particular stock).
• A gift that will be made from the remainder of your estate once all other bequests, debts, and taxes have been paid (e.g., you give 25% of the rest, residue, and remainder of your estate). Often called a “residuary bequest,” this approach assures that your family and debts will be taken care of before your estate makes a bequest to Freedom Waters Foundation.