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Your act of generosity, our longevity

With gift planning, you can provide long-lasting support for our organization while enjoying financial benefits for yourself.

Daniel and Hannah Kimball Society

Gift Planning

Daniel and Hannah Kimball Society

You are at: Planned Giving > Gift Options > How to Give

How to Give

How to Give

Giving to our cause can be done either directly or through a gift model that can provide tax benefits and even income. Click on a gift model below to learn more.

  • Bequest
    Bequest
    You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
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  • IRA Rollover
    IRA Rollover
    Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
    More
  • Beneficiary Designation Gifts
    Beneficiary Designation Gifts
    You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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  • Charitable Remainder Unitrust
    Charitable Remainder Unitrust
    You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Remainder Annuity Trust
    Charitable Remainder Annuity Trust
    You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
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  • Charitable Lead Trust
    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.
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  • Donor Advised Funds
    Donor Advised Funds
    You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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  • Blended Gifts
    Blended Gifts
    There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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  • Unitrust and Special Needs Trust
    Unitrust and Special Needs Trust
    If you are looking for a way to provide for a loved one who has special needs, and also make a gift to us, a charitable remainder unitrust and a special needs trust arrangement could help you achieve your objectives.
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PRIVACY STATEMENT

This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.