Planned Giving – Leaving your Living Legacy

Center for Domestic Peace is a robust resource in the community, thanks in large part to our donors. Our 41 strong years have been supported by the generosity of community members like you. Monthly donations, in-kind gifts, and other donations make the operations of our staff, buildings, and programs feasible. Yet, there are more ways to help with our longevity and sustainability. Planned giving is a way to continue your legacy of support for C4DP. This type of giving refers to charitable gifts and monetary donations that require planning. One of the benefits of planned giving, and why it is becoming increasingly popular, is the valuable tax benefits available.
There are five different ways to give and many benefits to supporting C4DP for decades to come. With planned giving, you can avoid capital gains tax, increase current income for yourself or others, and pass assets on to your family at reduced tax costs.

1.    Retirement plans (IRA, 401CK, 403(b), Keogh, etc.) can make C4DP the beneficiary upon your passing. It can be all or a chosen portion of the unused balance in the account, which will then be transferred in your memory to C4DP as a charitable gift. Retirement plans are among the best assets to use because of the high tax (50-60%) that a family member might incur. 

2.    Life insurance policies allow you to name an organization as owner/beneficiary of a policy, providing an income tax deduction and possible estate tax benefits. 

3.    Bank accounts and securities/certificates of deposit can be set up through what are known as P.O.D. (Pay on Death) or T.O.D. (Transfer on Death) instructions. These accounts can be made so the remaining balance becomes a charitable gift. 

4.    Naming C4DP in your will as a beneficiary ensures your support of our continuing work. You can also make specific bequests in your will of monetary value or other charitable gifts, such as personal property or real estate. 

5.    Charitable trusts should be discussed with a financial advisor, as there are several types to be explored, based on your financial ability and wishes.

There are many options and levels you can choose to ensure support for C4DP continues. This type of support is incredibly important for Center for Domestic Peace’s longevity and success. For more details, please visit our website, www.c4dp.org/planned-giving, or contact Marla Hedlund, Development and Community Relations Officer, 415.526.2543.