Planned Giving
Designate and Donate—Introduction
You can support our mission without reducing your income or diminishing your savings.
Think about using assets that can be transferred to Indian River State College Foundation without legal expense. You may have bank investments, retirement, insurance, stock, or mutual-fund accounts that you can use to accomplish your charitable goals. All of these assets can be transferred by completing a P.O.D. (Payable on Death) or T.O.D. (Transfer on Death) form. Some companies also call these beneficiary designation forms. This completed form tells the account custodian what to do with the account after your passing.
You can name Indian River State College Foundation in your long-term plans today without a negative impact on cash flow or lifestyle. Keep it simple and savvy. Ask your bank for a P.O.D. form. Ask your retirement plan, investment account or insurance company for a T.O.D. form. Designate and donate with any of these assets. It takes less than five minutes of your time.
Retirement Plans
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Stocks and Investments Fund Accounts
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Donor-Advised Fund
With a donor-advised fund, you can invest today and make a bigger impact tomorrow.
United States Savings Bonds
Gift savings bonds to your favorite charity, and save your heirs from excess taxation.
Life Insurance
Ask your plan custodian for a T.O.D. form, sometimes called a beneficiary designation form.
Bank Accounts
Ask for a P.O.D. form, and have what's left in your checking or savings transferred to charity.
Jointly Held Accounts
You may have a loved one as a joint account owner. You can still designate and donate.
Gifts of Artwork and Personal Property
Easy assets you can donate that will not affect cash flow, with little or no legal expense.
Create a Lasting Legacy
Philanthropic planning is a powerful mechanism for meeting personal estate planning objectives while making a meaningful impact on the College’s initiatives and mission. At Indian River State College, we welcome the opportunity to work with estate planners to ensure that your clients find the charitable arrangements that best meet their needs.
Estate-planning options can achieve significant tax benefits while furthering a client’s philanthropic goals:
- Gifts through a will or trust
- Charitable trusts and gift annuities
- Donation of stocks and mutual funds
If your client has already included or intends to include Indian River State College in their will or estate plan, or if you would like someone from IRSC Institutional Advancement to contact you to discuss how to support IRSC as part of their estate planning strategy, please contact us.
