Mary’s Success Story
“Not only has Ways to Work helped me with my finances, but this program has helped me with my life. I’m such a better parent.”
Mary – Ways to Work Client
Make a gift today to benefit HumanKind tomorrow.
When planning your estate, please consider naming HumanKind (Federal Tax ID #: 54-0346118) as a beneficiary in your will, trust, retirement plan or life insurance policy. Bequests can be restricted or left unrestricted so that your gift can be used wherever it is most needed when it is received. A donor may leave a specific amount of money, a particular asset, or a percentage of her or his estate.
By naming us in your will, you become a treasured member of the Maxwell Living Legacy Society. Please contact Courtney Godsey, Donor Relations Associate, 434-485-8121 or firstname.lastname@example.org with your intentions.
Charitable Gift Annuity
A Charitable Gift Annuity (CGA) is a gift that will provide a donor (or the donor’s designated annuitant) with fixed income payments for life and provide generous support for HumanKind.
A CGA is an irrevocable gift and may be established with a gift of cash, appreciated securities or real estate. The CGA is a contract between the donor and HumanKind. Under this contract the donor contributes assets to our charitable organization, which in turn provides a guaranteed fixed income for life for one or two beneficiaries. The amount of the annuity payment is dependent upon the age of the designated annuitant at the time of the gift and remains constant for life. In addition, donors may claim a charitable income tax deduction in the year the gift is made.
A Charitable Remainder Unitrust (CRUT) removes an asset from the donor’s estate and designates HumanKind as the trustee or the irrevocable beneficiary. CRUTs provide donors with a current tax deduction and allow them to retain the income generated by the asset during their own, and sometimes an additional beneficiary’s, lifetime(s). The remainder value of the trust, when it is dissolved on the death of the last beneficiary, supports our mission.
A Charitable Lead Trust is a different type of deferred gift in which a donor puts an asset in trust for a period of time so that the income generated by the asset benefits HumanKind. At the end of the designated period, the asset is passed on to a named recipient. This is an especially tax advantageous gift vehicle for passing an asset from one generation to another while also helping our mission.
HumanKind will work with donors, their attorneys, and financial planners in setting up and administering trusts. For more information, please contact Courtney Godsey, Donor Relations Associate, 434-485-8121 or email@example.com. You may also contact the Presbyterian Foundation, Attn: R. Dale Le Count, 5700 Executive Center Drive, Suite 204, Charlotte, NC 28212; 704-379-7909 or 888-711-1318.