Whatever your stage in life, planned giving can make an impact now while ensuring that Fulfillment Fund will be able to make college a reality for students for generations to come. Some planned gifts can go into effect immediately, some after your lifetime, and many offer tax savings. We’re here to help.
Leave a gift that costs you nothing now and join our legacy benefactors by designating Fulfillment Fund as a beneficiary of your estate plan. Planned giving can be as simple as naming Fulfillment Fund as a beneficiary on an insurance policy or IRA, including us in a will or trust, or structured in other creative ways. You may also consider a bequest of cash securities or real estate to support us into the future.
Have you already made a plan for a deferred gift to Fulfillment Fund? Please let us know if you have included Fulfillment Fund in your plans so we can ensure your gift is used as you intend and thank you properly!
The IRA Charitable Rollover provision, signed into law in 2015, allows individuals who have reached the age of 70 ½ to donate up to $100,000 to charitable organizations directly from their Individual Retirement Account (IRA), without treating the distribution as taxable income.
Individuals considering using this vehicle to make their charitable donation to Fulfillment Fund should consult with their financial and tax professionals to ensure that they are in compliance with all provisions in the law.
Ready to get started? Questions? Contact us:
Carole Crone, Director of Development Operations & Events, email here, or call 323-900-8789.