MAKE THE CHOICE THAT’S RIGHT FOR YOU—BECAUSE IT’S YOUR LIFE, AND YOUR LEGACY.
Planned giving is often referred to as “smart giving” because of its mutually beneficial properties. While the following makes recommendations about which gift vehicle may be right for you, we always advise that you discuss your plan with a tax professional, financial advisor, or attorney before making irrevocable gifts.
A charitable gift from your estate is a meaningful way to support Gilda’s Club Kentuckiana while also achieving your personal financial goals. Among planned giving options, a bequest is one of the simplest to arrange and the easiest to adjust if your circumstances change and you need access to the assets during your lifetime.
Your IRA, 401(k), 403(b), or other Qualified Retirement Plan can provide a tax-smart way to make an impact on Gilda’s Club Kentuckiana—either now or after your lifetime. The Qualified Charitable Distribution (QCD), sometimes called an “IRA Charitable Rollover,” is a powerful way to make a tax-free gift now to Gilda’s Club Kentuckiana and also satisfy your Required Minimum Distribution (RMD).
A gift of life insurance that you no longer need can be a simple and impactful way to provide generous support to Gilda’s Club Kentuckiana.
You can make a powerful contribution to Gilda’s Club Kentuckiana by establishing a retained life estate. This giving strategy allows you to make a significant gift using one of your most valuable assets—your home—while continuing to live in it and without affecting your current cash flow.
If you want to make a meaningful impact now at Gilda’s Club Kentuckiana while also providing for your family in the future, consider establishing a charitable lead trust. This type of trust allows you to transfer cash or other assets into a trust that makes regular payments to Gilda’s Club Kentuckiana for a set number of years. After the trust term ends, the remaining assets pass to your family members or other beneficiaries you choose.
Estate planning can feel overwhelming with all the details and choices involved—but you don’t have to navigate it alone. We’re here to answer your questions and guide you every step of the way.
