Planned Giving Guide
The Enloe Foundation staff assists friends and supporters in achieving their financial, estate and philanthropic planning goals. A variety of complimentary services are available from the Foundation’s gift planning professionals, including:
- Analysis of alternative estate and gift planning strategies
- Illustrations and examples
- Sample documents and gift agreements
Gifts of cash, pledges, stocks, securities, real estate and life insurance can be given to Enloe Foundation. In all cases when discussing the tax implications of a gift, you are encouraged to consult with your tax advisor.
GIFT PLANS
You may establish a gift plan with Enloe Foundation that is carefully designed to meet your unique financial and personal objectives. A variety of gift plans may reduce or eliminate your capital gains, income, or estate taxes. Some plans may pay you income for life.
Bequests by Will or Living Trust are one way to make a gift of either a specific dollar amount or a percentage of your estate.
Life Insurance allows you to contribute an existing policy or to establish a new policy, naming Enloe Foundation as owner or beneficiary.
Charitable Gift Annuities enable you to enjoy a fixed annuity for life, some of which may be tax-free, and receive an immediate charitable deduction.
Charitable Remainder Trusts allow you to receive income for life or a fixed term of years, receive an immediate income tax deduction, pay no capital gains tax, and reduce your estate tax.
Donor Advised Funds offer you the opportunity to recommend the use of your gift to Enloe Foundation, which may include other charitable organizations.
A Gift of a Remainder Interest in a Personal Residence or Farm lets you transfer the legal title to your home or farm irrevocably to Enloe Foundation, and retain the right to live there for your lifetime. You receive an income tax deduction or charitable deduction based upon your age and the value of your property at the time of the gift.
Retirement Accounts allow you to name Enloe Foundation as a beneficiary on your retirement account or you may provide income to another person after your lifetime, before the Foundation receives the proceeds from your retirement account.
Charitable Lead Trusts let you transfer an asset to a trust during life or at death that pays a stipulated income to Enloe Foundation for a fixed number of years or a lifetime. At the end of the trust term, the asset is returned either to you or to another beneficiary, such as your spouse or child.
We can work with you to create the arrangements that best meet your philanthropic intentions and your financial situation.
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