Planned Giving Information

Gifts of Securities You may choose to give Together We Stand a gift of stocks, bonds, or other securities which may be liquidated upon receipt, or upon the expiration of any holding period, for the benefit of the organization. Gifts of interests in closely-held entities, such as corporations or limited partnerships, are generally not accepted; however, exceptions may be made by the Board of Trustees. 

Bequests, or Testamentary Gifts, are the simplest of Planned Gifts. You may choose to include Together We Stand in your will or trust as the recipient of a specific value or percentage of your estate. This may potentially lower your estate taxes.

Real Estate You may choose to give Together We Stand a gift of real property. If you deed your property to Together We Stand, you may choose to remain in your home for life. This is called a retained life estate and will create an income and federal tax deduction for you.

Charitable Lead Trusts are established when you allocate assets to a trust. One or more charities, as designated by the donor, receive payment dispersals from this trust. When the trust’s lifetime is reached, the assets then pass to the donor or designated individuals.

Charitable Remainder Trusts are established when you allocate assets to a trust. Payments from the trust are distributed to the Donor (or other individuals) for life or for a term of years. When the end of the trust’s lifetime is reached, the remainder of the trust is passed on to Together We Stand if so dedicated.

Life Insurance  If you own a fully paid life insurance policy that you may no longer need you may choose to name Together We Stand as a beneficiary to all (or a percentage) of the policy. You may receive a charitable estate tax deduction for the portion you designate to Together We Stand.

Retirement Plan assets or IRA benefits Choose to name Together We Stand as a beneficiary of your retirement plan assets or IRA and receive the appropriate charitable estate tax deduction.

Savings Bonds There are fewer tax consequences in transferring savings bonds to Together We Stand than to individuals.

For complete details on the acceptability of Planned Gifts please see the Gift Acceptance & Administration Policies for Together We Stand, Inc.

If you or your attorney have any questions about how best to accommodate your estate planning goals with a gift to Together We Stand, please contact: John Mears Exec. Director, at 954.275.4055 or email at [email protected]