Planned Giving
Including Broward House in your long-term financial or estate plan will leave a legacy that ensures we can continue to fulfill our mission for years to come.
Broward House accepts planned gifts by:
Bequests in Your Will or Trust
Adding a bequest to Broward House in your will is the simplest way to leave a legacy. For example, you can designate a specific dollar amount, a percentage of your estate, or particular assets in your will or trust documents.
Donating Securities
Gifts of securities, such as appreciated stocks, bonds, or mutual funds, can support our cause. In addition, they can provide unique tax advantages, making you a savvy and strategic donor.
You can transfer publicly traded securities they have owned for more than a year and that have appreciated to a tax-exempt organization. You will receive a charitable deduction for the fair market value while avoiding capital gains taxes.
Life Insurance
Designating a non-profit as your life insurance beneficiary allows you to leave a generous donation to charity. These planned gifts are often more than you would have been able to donate outright during life and will not impair your current cash flow.
Planned Giving Through Your Retirement Plan
You can often make the most significant gift of your life from the remainder of your retirement account or pension plan. Adding Broward House as a beneficiary allows you to provide for your retirement first while providing for others in need later.
Giving Through a Tax-Free IRA Rollover
Donors aged 70 ½ or older can contribute up to $100,000 from their IRA directly to a charity and avoid paying income taxes on the distribution.
Ask your IRA administrator to transfer a tax-free amount of your choice from your account to Broward House. It’s a simple process that you can do with ease and comfort.
Charitable Remainder Trusts
Setting up a charitable remainder trust generates income for you. The remainder of the donated assets go to your favorite charity after the trust’s designated time has passed.