A gift of cash is a simple and effective way of expressing your commitment to Rock River Valley Self Help Enterprises, Inc.
Donating (transferring) appreciated securities to the Endowment Fund provides financial support for generations to come, while offering certain tax benefits. Gifts of appreciated securities provide the donor with tax benefits for both the capital gain and the charitable gift.
A will is one of the simplest and most flexible ways to distribute the majority of estate assets. Even modest estates can make charitable bequests through this type of planning. Bequests permit the donor to retain control of assets throughout the donor’s life and/or throughout the life of a loved one. Gifts to the Endowment Fund may include specific property, a dollar amount, a percentage of the estate, or the amount that remains in an estate after bequests to loved ones have been honored.
Not all life insurance may be needed for the purpose it was originally purchased. Making a gift of a life insurance policy, or naming Rock River Valley Self Help Enterprises, Inc. as a beneficiary, may allow a sizeable gift to the Endowment Fund with minimal cost to the donor.
A trust may be established with assets transferred to the trust and managed by a trustee of your choosing. The Endowment Fund could be a beneficiary of trust proceeds.