Methods of Planned Giving
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Make a gift of appreciated stock. By giving appreciated stock directly to Lund Family Center, you may avoid hefty capital gains taxes and also receive a charitable deduction for the full fair market value of the stock at the time of the gift. Gifts of appreciated stock generally offer a greater tax benefit than cash. It is important to check with your attorney or financial advisor in any gift planning to make sure that you are choosing the best way to achieve your personal and charitable goals.
Include Lund Family Center in your will. By including Lund Family Center in your will, you ensure that your support of the Lund Family Center mission continues in perpetuity. Such a contribution also helps ensure that Lund Family Center services continue to reach those most in need for years to come. A bequest in a will or other estate plan can be made for a specific dollar amount, a percentage, or the remainder of an estate.
Other Methods of Planned Giving. There are a number of ways in which planned gifts to Lund can ensure Lund's future ability to serve Vermont's children and families. For instance, you can:
- Designate Lund as a beneficiary of your life insurance policy or pension plan
- Establish a flexible living trust or a charitable remainder trust that provides assets to Lund while continuing to provide you the full use and benefit of those assets during your lifetime
- Contribute cash, real estate, personal property, insurance proceeds, or other assets - particularly those that would cost you high capital gains tax – to Lund.
For more information regarding your options, please contact Kitty Bartlett at
(802) 864-7467 or via email at kittyb@lundfamilycenter.org.
PO Box 4009