Planned Giving
Goals & Benefits
There are many ways to support Indian River State College Foundation. These options will help you achieve different goals.
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Your Goal |
Your Strategy |
Your Benefits |
|---|---|---|
|
Make an important impact to Indian River State College Foundation that doesn't cost you anything during your lifetime, but that is priceless as part of the legacy that you leave behind. |
Include a gift from your will or trust (cash, specific property, or a share of the estate). |
A great way to provide resources that help Indian River State College Foundation. |
|
Avoid capital gains liability and take an income tax deduction. |
Use gifts of stock or appreciated securities instead of cash to make your gift. |
Buy low and give high — while avoiding capital gains tax. |
|
Leave more of your estate to your heirs. |
Name Indian River State College Foundation as beneficiary of your retirement plan and leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
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Continue to receive benefits back from the assets you give to Indian River State College Foundation — and thus multiply your gift. |
Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity, charitable remainder annuity trust or charitable remainder unitrust. |
Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
|
Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
Receive a larger deduction and a higher income rate than an immediate payment annuity. |
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Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy or donate a paid-up policy of coverage you no longer need. |
Increase your ability to make a significant gift to Indian River State College Foundation. |
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Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to Indian River State College Foundation for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
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Tap into one of your most valuable assets to make a gift to Indian River State College Foundation. |
Use real estate to make your gift to Indian River State College Foundation. |
Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle . |
Use our interactive Plan-a-Gift™ tool to determine what type of planned gift might best suit your goals, assets, and age.
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.
