Planned Giving

Gifts By Will

Bequests, both large and small, account for a major portion of Action for Children’s endowment and provide significant funding for community outreach programs, facilities, research and policy work. In addition to being one of the simplest ways to distribute your estate, your will can also be a creative vehicle through which you may make a thoughtful gift to Action for Children.

You may provide for Action for Children by making a new will, modifying your present will (by adding a codicil), or by including Action for Children in your revocable trust. To bequeath money or property to the Action for Children, you and your lawyer may find the following language helpful: I hereby give, devise, and bequeath to Action for Children North Carolina, headquartered in Raleigh, North Carolina, for its general purposes ( . . . dollars) (. . . percent) (all the rest, residue, and remainder of my estate).

Gifts By Insurance

One of the simplest ways to make a significant gift to Action for Children is to name it to receive all or a portion of the proceeds of a life insurance policy. You can ensure a gift that may ultimately be larger than its cost.

Charitable Gift Annuities

This is a wonderful way to make a meaningful gift to Action for Children while enjoying income and tax benefits that can also help enhance your future financial well-being. When making a charitable gift of cash or other property, you or another person you designate, then receive fixed payments that will continue regardless of how long you or other recipients live.

Charitable Trusts

If you are interested in making a substantial gift to Action for Children over a period of years, consider making us a beneficiary of a charitable trust whereby assets are transferred to a trust that pays income to Action for Children for a predetermined number of years. At the end of that period, the assets are returned to you or other persons you name.

Retained Life Estate

Using a life estate arrangement, you can make a real estate gift to the Action for Children now but retain the security of knowing you may live there or own the property as long as you wish. By gifting the property by deed, it does not pass through your probate estate at death, possibly saving unnecessary expenses and delays.

Securities

Gifting an investment to Action for Children may be the optimal way to provide a significant gift while at the same time reaping tax benefits by bypassing potential capital gains taxes.

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