You can make a contribution in the form of stocks, bonds, IRAs or mutual funds. When you make a gift of securities to Living and Learning you may avoid certain kinds of taxes, such as capital gains. Please consult your financial advisor about which planned giving opportunities are right for you.
The most common form of planned gift is a bequest. Simply list Living and Learning as a beneficiary in your will for a fixed amount of money or a percentage of your estate.
The Pension Protection Act provides that IRA owners age 70 ½ or older may donate all or a portion of their IRA, up to $100,000, and avoid income taxes that would ordinarily incur with normal distribution. The rule was extended by Congress through at least the end of 2010. The transfer must be made directly from the IRA to Living and Learning.
There are many ways to give a gift of life insurance. Whether you are purchasing a new policy or giving a policy that is no longer necessary or relevant to your needs, Living and Learning can be named as a recipient to receive part or all of the policy proceeds.
Living and Learning Enrichment center is a 501(c)3 nonprofit organization. Your contributions are tax-deductible to the full extent of the law.