There are numerous creative ways to support the mission of Assistance League Irvine for years to come. Such giving techniques are called “planned giving.” With thoughtful planning, you can be sure you and your loved ones will benefit as will the community of Irvine. You can create a lasting remembrance of the values you embrace.

Almost everyone has the ability to make a planned gift. Planned giving is not just for the wealthy. According to a recent study, 33 percent of Americans are willing to consider a charitable bequest. (Michael J. Rosen, CFRE) Gifts of any size are appropriate — there is no minimum.

Assistance League encourages friends and supporters to make outright and deferred gifts. The types of deferred gifts which it will actively engage in accepting and/or encouraging include life insurance, charitable gift annuities, charitable remainder trusts, charitable lead trusts, retirement plan beneficiary designations, bequests, life insurance beneficiaries and other such giving vehicles as the Board of Directors may from time to time approve.

Bequests

There are several ways to make a bequest to Assistance League Irvine through your will or other estate plan.  It is the simplest form of giving because it can be added to your existing will with a codicil which allow you to retain your assets in your lifetime and leave a larger gift than you may have given while you were alive.

• a residual bequest of the remainder of your estate or a percentage of the remainder after you have made specific bequests
• a percentage bequest, which grants a certain percentage of your estate
• a specific bequest of an amount of money or an asset

Life Income Gifts

Tax Implications of Leaving IRA to a Nonprofit

Five Advantages of Having a Will

Five Reasons to Update Your Will

1. Gaining a new family member
2. Coping with changes in estate tax laws
3. Having assets in a retirement account which may be subject to duplicate taxation
4. Experiencing loss of a loved one
5. Misplacing your will