Planning a Gift

Legacy gifts help those most vulnerable live their lives without the fear of violence and intimidation, will provide safety, will give hope, and will help their children see that there can be peace in their future.

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 info@sunrisepasco.org.

WAYS TO GIVE

 

Beneficiary Designations

 

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

ASSETS TO GIVE

Cash

Donor Advised Fund – Beneficiary

 

Designation

 

Privately Held Securities

 

Publicly Traded Securities

 

Real Estate

 

Retirement Plans

Donate a one time sum near or at the end of the year helps both you and Sunrise every year for tax savings and to support survivors.

Make an affordable donation each month for big impact! You get a tax deduction each year and support survivors all year long.