TYPES OF PLANNED GIFTS 

Charitable Lead Trust – This is a valuable option where a charitable trust can provide maximum flexibility for giving to charity and securing a lifetime income. With this type of trust you donate income to a charity such as Arizona Foundation for Women and retain the principal asset.

Charitable Remainder Trust – A charitable remainder trust (CRT) is a planned charitable gift made while you are living or through your will that also provides income for yourself and/or a loved one.

Retirement Assets – Naming Arizona Foundation for Women as beneficiary of your retirement assets is as easy as a few sentences on your IRA beneficiary form.

Life Insurance Policy – Designate Arizona Foundation for Women as a beneficiary on an existing policy or when purchasing a new life insurance policy. You may also name Arizona Foundation for Women as a successor beneficiary in the event your primary beneficiary has passed. This is a simple and inexpensive way to create a significant future charitable legacy.

Charitable Bequest– Leave Arizona Foundation for Women in your will or trust by donating a percentage of your estate, a particular asset or name Arizona Foundation for Women as a residuary beneficiary, allowing what is left after other distributions to go to Arizona Foundation of Women.

Real Estate – A personal property donation to Arizona Foundation for Women relieves you and your heirs the burden of selling the property, reduces your taxable estate and eliminates capital gains tax.

Stocks, Bonds or Mutual Funds – Gifts made in the form of stocks, bonds or mutual funds will provide greater tax benefits than a cash gift of equivalent value, especially if they have a low cost basis.