Planned Giving
How to Give
Giving to what's closest to your heart 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.
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BequestYou designate FAO and/or one or more of our funds as the beneficiary of your asset by will, trust or beneficiary designation form.
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IRA RolloverCongress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.
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Beneficiary Designation GiftsYou can designate FAO and/or one or more of our funds as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Charitable Gift AnnuityYou transfer your cash or appreciated property to FAO in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
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Charitable Remainder UnitrustYou 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 TrustYou 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 TrustYou fund a trust that makes gifts to FAO for a number of years. Your family receives the trust remainder at substantial tax savings.
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Sale and UnitrustYou give a portion of your property to FAO to fund a charitable remainder trust, when the property sells you receive cash and income for life.
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Bargain SaleYour property is purchased by the Foundation for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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Give It Twice TrustYou provide your children with a stream of income, while making a gift to or through FAO.
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Life Estate ReservedYou give your property to FAO but retain the right to use the property during your life.
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