Planned gifts come in many forms—wills, trusts, retirement assets, and more. Read on to explore the options and find the one that’s right for you.
Giving Options
Gifts by Will or Trust
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets and benefit CESLC.
Naming Us as a Beneficiary
While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.
The IRA Gift (QCD)
The IRA charitable rollover (also called the Qualified Charitable Distribution, or QCD) is a great way to make a tax-free gift to Charles E. Smith Life Communities.
Life Income Gifts
Support CESLC while generating income for yourself and your family. Learn how these gifts allow you to achieve both of these goals.
Charitable Lead Trust
Make a substantial gift to Charles E. Smith Life Communities in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.
Retained Life Estates
Donate your home, farm or a second home to CESLC and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.
Bargain Sale
Receive immediate cash and make a gift to Charles E. Smith Life Communities by selling a valuable asset, such as real estate, to CESLC for less than its full market value.