About Legacy Giving
Make an impact for decades to come with a legacy gift to Phelps County Dream Center
Living to Give |
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Appreciated securitiesYou can give financial assets (stocks, bonds, mutual funds) to impact the lives of those in need in Phelps County, avoid capital gains tax in the process, and qualify for a charitable tax deduction.
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Appreciated assetsYou can donate a portion or all of your real property assets (real estate, business, art, etc.) to Phelps County Dream Center, avoid capital gains tax, and qualify for a charitable tax deduction.
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Donor Advised Funds You can give financial assets to impact the lives of those in need in Phelps County, avoid capital gains tax in the process, and qualify for a charitable tax deduction.
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Qualified Charitable Distribution from IRAIf you are 70½ years old or older, you can support Phelps County Dream Center with a Qualified Charitable Distribution from your IRA — up to a certain amount — and receive tax benefits. This can also count towards the Required Minimum Distribution (RMD) impacting donors age 73+.
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Corporate Matching Gifts Approximately two-thirds of large companies match employee donations to 501(c)(3) organizations. Ask if your company offers matching gifts for donations to Phelps County Dream Center. Visit the link below for a list of companies that do matching employee donations.
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Legacy Giving |
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Will or Living Trust Gift A gift through your will or living trust means helping Phelps County families in need with a better future beyond your lifetime.
A will ensures your wishes are followed |
Beneficiary DesignationsIt’s easy to make an efficient legacy gift simply by listing Phelps County Dream Center as a designated beneficiary from all (or a portion) of nearly ANY of your assets including:
Life insurance (whole life or term) Annuities Retirement accounts like an IRA, 401k, or other company sponsored plans. Vehicle (car, boat, RV) |
By giving smarter you can leave a legacy. Let’s chat about giving smarter.
Contact Us |
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