Gifts by Will or Trust
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Borgess Foundation.
Naming Us in Your Assets
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Borgess Foundation.
Life Income Gifts
Planned giving is a great way to support Borgess Foundation while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Charitable Lead Trust
Make a substantial gift to Borgess Foundation in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Retained Life Estates
Donate your home, farm or a second home to Borgess Foundation and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
Bargain Sale
Receive immediate cash and make a gift to Borgess Foundation by selling to us a valuable asset, such as real estate, for less than it is worth.
The information on this website is not intended as legal or tax advice. Please consult an attorney or tax advisor before making any planned gift.