You can help Carrier Clinic® continue our work well into the future by thinking of Carrier Clinic® today through bequests, gift annuities, gifts of real estate, trusts, and other tax-saving methods of support. It is possible to secure the future for your family and arrange your financial affairs, while also making a lasting contribution. Planned Giving is a creative approach to charitable giving that could offer significant tax and income benefits, while also giving you peace of mind. Planned Giving to Carrier Clinic® is your way to ensure your legacy lives on.
There are many ways to include a charitable organization in your estate planning that will produce tax-saving benefits, fulfill your philanthropic goals, and directly benefit the community. For example:
- Simple Bequest – When creating or revising a will, many individuals plan to leave gifts, or bequests, to charitable institutions such as Carrier Clinic®.
- Charitable Gift Annuity – With this agreement, the donor makes a single payment to Carrier Clinic®, and in return, the donor and/or named beneficiary receives a fixed dollar amount each year for life.
- Charitable Remainder Trust – This trust enables a donor to set aside assets now for the future benefit of Carrier Clinic®, while reserving an income stream for him or her self for a pre-determined period of time or lifetime(s). When that period expires, the trust principal is transferred to Carrier Clinic®.
- Charitable Lead Trust – A donor can transfer assets to this trust, which will provide income payments for a period of years to Carrier Clinic®. At the end of the payment term, the principle reverts to the donor and/or beneficiary.
Please note that the above-mentioned ideas for creating your personal philanthropic legacy in support of Carrier Clinic® are not intended to serve as legal or financial planning advice, all Planned Giving donations should be discussed and arranged with an attorney and/or a certified financial planner.
Gifts of Stocks and Insurance
Gifts of stocks, bonds, and mutual funds can offer a donor an advantageous way to support Carrier Clinic® and making a donation of this type is an easy process. Please contact your broker or attorney to guide you through the necessary steps.
Gift of Life Insurance
A life insurance policy that is no longer needed can become a valuable donation to benefit the work being done at Carrier Clinic®. A policy donated today could mean a tax receipt for the current cash value of the policy. Contact your insurance broker or attorney to discuss this giving option, it can be as easy as including Carrier Clinic® as a beneficiary on your policy.
For more information on Planned Giving
or call Donna Reed Zaleski, Director of Development, Public Relations & Marketing, at (908)281-1495.