Plan a Gift That Changes Lives…
When you plan a gift to Goodwill of the Heartland as part of your overall financial and estate plans, you help ensure that we meet the needs of individuals with barriers to independence for generations to come. A planned gift leaves a legacy that improves lives and makes an everlasting impact.
Ways to Give…
You can name Goodwill of the Heartland as a beneficiary in your will. You can designate the bequest by a specific amount, a percentage or some other manner. By naming a charity in your will, you control your assets during your lifetime and can reduce the inheritance tax calculation on your estate.
Charitable Gift Annuity
You can transfer cash, marketable securities or other assets to Goodwill of the Heartland and receive guaranteed fixed income for life.
Charitable Remainder / Lead Trust
You can create a trust so that income is annually provided, from cash or investments, to Goodwill of the Heartland for the number of years you desire. When the trust’s term expires, the assets revert back to you. With the charitable lead trust you have the benefits of ownership and tax deduction.
You can name Goodwill of the Heartland as the beneficiary of your retirement plans. With this gift, you can avoid double taxation on your income and estate.
You can donate either paid-in-full or ongoing-payment life insurance policies to help support programs and services. This gift can be used as an income tax deduction.
We advise you to consult your attorney, accountant or financial advisor when making your estate plans.
Please email Mindy Kayser at firstname.lastname@example.org or call her at (319) 248-4632.
Contributions to Goodwill of the Heartland, a tax-exempt organization under Section 501©(3) of the Internal Revenue Code, are deductible for computing income and estate taxes.