Planned Giving

With your personal experience with the Ivy Creek Natural Area and Riverview Farm, you understand the value, benefits and the importance of your contribution. You can help provide for future generations by remembering us in your will or naming the organization as a beneficiary of your IRA, annuity, or other financial assets. Your planned gift will help the community today and for years to come.

Following are some examples of various types of planned giving. A bequest may be in the form of cash, securities, or other property. You should specify that the Ivy Creek Foundation is to receive a certain amount or percentage of your estate, particular assets or the remainder of your estate after providing for heirs.

A Gift of your IRA Required Minimum Distribution

The IRA Qualified Charitable Distribution (QCD) is great news for people age 70 ½ and over who want to make a gift to Ivy Creek Foundation and satisfy their required minimum distributions from their IRA retirement plans. Amounts distributed to support Ivy Creek will be excluded from taxable federal income.

A Gift of Securities

You can transfer shares of stock to Ivy Creek Foundation. This will enable you to take the full market value as a charitable deduction on your income tax and avoid capital gains.

A Life Income Gift with a Charitable Remainder Trust

This is a way to receive an income for life, reduce capital gains on long-term appreciated assets and receive a current income tax deduction for a portion of the gift. You can do this through a Charitable Annuity Trust or the more flexible Charitable Unit Trust.

Donor Advised Fund

This is a Charitable Investment account of stocks, cash, mutual funds and/or bonds that provides ease of administration and control over the distribution of charitable gifts. You can avoid capital gains taxes and receive fair market value tax deductions.

Whichever option you choose, leaving a gift to the Ivy Creek Foundation comes with the knowledge that your dollars will help leave a legacy in our community.

You can get more information on any of these donation options from your financial advisor, tax advisor or attorney. Please note that you should always review your Planned Giving options with your financial advisor regarding such matters to ensure that your plan best fits your values and personal financial situation.