Planned Giving

• A gift or “bequest” from your Will or Trust.
  • You can create a legacy gift with a provision in your will or living trust that includes a specific dollar amount, asset, or a percentage of your residuary estate.
• Naming Celiac Disease Foundation a beneficiary of your Retirement Plan or IRA.
  • Did you know that when retirement plans (pension funds, 401ks, 403bs, and IRAs) are left to an individual other than a spouse, they can be subject to income taxes and estate taxes? The two taxes combined could make up 80% of remaining benefits. If bequeathed to CDF, these funds would escape the income and estate taxes and reduce the size of your total taxable estate. To learn more, consult your individual plan administrator and ask for a beneficiary designation form.
  • Note that the law allows you to contribute directly from your IRA now and have those contributions count as part of your minimum distribution.
• Naming Celiac Disease Foundation a beneficiary of a Life Insurance Policy.
• Naming Celiac Disease Foundation a beneficiary of a savings, checking, brokerage or other transfer on death account.
• Establish a Charitable Remainder trust.
  • The Charitable Remainder trust provides lifetime income to you and/or loved ones and offers significant tax advantages. In contrast, the Charitable Lead Trust allows you to transfer assets to your family at a reduced tax cost while benefiting CDF now.
• A gift to fund a Charitable Gift Annuity (CGA) that guarantees you lifetime payments. Learn more about CGAs and their tax-advantages.
  • Make a meaningful gift to CDF and receive payments for life. A CGA is a gift plan that provides you with a cash flow for your lifetime. The remainder of the trust is a gift to CDF. In addition to lifetime income, you may qualify for attractive tax benefits.

Each of these gifts will allow you to enjoy specific tax advantages as well, so we always recommend that you discuss your personal financial plan with a professional.