A planned gift to The Worcester County Horticultural Society/Tower Hill Botanic Garden can be made either directly or through a gift model that can provide tax benefits and even income. Possible planned giving vehicles include:
BEQUEST You designate our organization as the beneficiary of your asset by will, trust or other instrument. Please see sample bequest language.
IRA ROLLOVER Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
CHARITABLE UNITRUST You transfer your cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
CHARITABLE LEAD TRUST You transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
GIVE IT TWICE TRUST You may be looking for a way to provide your children with income while making a gift to charity. The Give it Twice Trust is a popular option that allows you to transfer your IRA at death to a term of years unitrust.
LIFE ESTATE RESERVED You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need!
CHARITABLE GIFT ANNUITY Tower Hill is currently considering the establishment of a Charitable Gift Annuity program which would allow you to transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed income (with rates based on your age) for the rest of your life.
For more information or to inquire about Planned Gift opportunities, please contact Thaddeus Thompson, Director of Institutional Advancement, at 508 869-6111 x111 or firstname.lastname@example.org.