Planning a Gift
Planned giving is a special way to build your legacy and make a long-term difference in helping save the lives of our family, friends, and neighbors. It is more than just your way of securing your assets for future endeavors, but it is a demonstration of your desire to help Sunrise reach its goals and have an impact on the people it helps.
Planned gifts to Sunrise of Pasco can offer creative and flexible strategies which enable you to support the programs that are most important to you. At the same time, you will also be pursuing your own charitable and financial goals.
The "Assets to Give" section describes the types of personal assets that Sunrise can accept. The "Ways to Give" section describes vehicles through which those assets can be given. What works for you depends on such factors as when you want the gift to take effect, your desired level of control or involvement, whether family or other beneficiaries will be involved, and tax implications.
Contact the Development Office at Sunrise to ensure that your gift meets both your charitable goals and the needs of the agency. You can reach us at 352-521-3358 or by email to firstname.lastname@example.org.
Charitable Gift Annuity
Charitable Remainder Trust
Deferred Charitable Gift Annuity
Donor Advised Fund
Donor Designated Fund
IRA Charitable Rollover
Retained Life Estate
Will / Living Trust
Donor Advised Fund – Beneficiary
Privately Held Securities
Publicly Traded Securities