Donaciones Planificadas
Círculo del Legado – Nuestro Legado Duradero
“Solo unos pocos escriben nuestra historia, pero todos nosotros creamos nuestro futuro.”
El Centro Comunitario LGBTQ+ del Desierto creó el Círculo del Legado para honrar y agradecer a quienes recuerdan The Center con una donación en sus planes de sucesión. Hay muchas maneras de hacerlo. Algunos nos han han nombrado para recibir una donación futura en su testamento o fideicomiso en vida, mientras que otros nos han nombrado como beneficiarios futuros de una póliza de seguro de vida, IRA o fideicomiso caritativo. Existe una variedad de opciones.
A la mayoría de las personas les gusta preservar el control total sobre sus activos durante la vida, protegiéndose contra futuras incertidumbres. Otros pueden optar por maximizar cualquier beneficio fiscal y financiero que pudiera resultar de su filantropía. Todo es cuestión de preferencia.
Estas donaciones ayudarán a cumplir tres prioridades duraderas para The Center:
Acabar con el aislamiento y la soledad
Conectando a personas con servicios y comunidad
Enriquecer nuestras experiencias individuales y colectivas
Además, con la planificación patrimonial, todos pueden priorizar a sus seres queridos en la proporción que consideren apropiada, dejando recursos para The Center solo después de que se satisfagan esas necesidades. Existe una tremenda flexibilidad para lograr todos tus objetivos de planificación patrimonial.
Si tienes alguna pregunta, por favor contacta a James Lindquist a james@thecentercv.org o al 760-316-5282. Todas las consultas se mantienen en estricta confidencialidad. Por favor, ten en cuenta que nunca habrá ninguna expectativa u obligación de completar una donación.
Your Gift – Your Impact
With a gift through your estate, you can help create a vibrant and secure community for LGBTQ people in Coachella Valley. Your gift can provide unrestricted support to help strengthen the Center for future generations or provide direct funding for a key strategic initiative. You define the impact you would like to make.
Opportunities include:
• Behavioral Health
• Community Food Bank
• Social and Recreational Activities
• General Support
Maneras de Dar
Charitable Bequest – By naming The Center in your Will or Living Trust, you create a gift today that we will receive in the future when your estate is settled.
IRA or Workplace Retirement Plan – You can name The Center as a beneficiary of your IRA or workplace retirement plan. To include The Center, simply request a “beneficiary change” form from your IRA custodian or Human Resources department, complete the form, and then return it according to their instructions. Beneficiary change forms are often available online.
Life Insurance – You can name The Center as the beneficiary of a new or existing life insurance policy. To include The Center, simply request a “beneficiary change” form from your life insurance company, complete the form, and return it according to the instructions provided. Most companies make beneficiary change forms available online.
Charitable Gift Annuity – A gift annuity is a simple contract in which The Center agrees to pay you (and/or another person) an income for life, in exchange for a gift you make today.
Charitable Remainder Trust – In the right situations, a charitable remainder trust can provide powerful financial, tax, and estate planning benefits. You donate assets into trust for the eventual benefit of The Center. In the interim, the trust pays an income to you and/or your designated income beneficiaries.
Charitable Lead Trust – A charitable lead trust can provide support for The Center, while transferring assets in the future to heirs with little or no gift or estate tax.
Máxima Flexibilidad
Revocable Gifts
The future is uncertain. However, you can still create a planned gift today while simultaneously retaining control over these assets for the balance of your life. Such gifts are called revocable gifts. You create the instruction today, but no gift occurs until your estate settles. Until then, you can change your mind. You have total control.
Unless you are confident that you will not outlive your assets, a revocable estate gift is almost always the best option. These gifts are generally one of the following:
• Bequest in a Will or Living Trust
• Beneficiary Designation in IRA or Retirement Plan
• Beneficiary Designation in Life Insurance Policy
• Pay-on-Death arrangement for a bank account
By naming the Center in your will, living trust or as a beneficiary, you can protect yourself against an uncertain future. Should you ever need these assets, they are available. If not, your gift will come to the Center exactly as you desire.
Beneficios Fiscales Máximos
Revocable vs. Irrevocable Gifts
The IRS provides important tax incentives to encourage support for charitable organizations. To qualify for any given tax benefit, a gift typically must be irrevocable. Stated differently, a gift must be complete and not one a donor could reclaim in any way.
Clearly, an irrevocable gift only should be made after proper reflection and consultation with your legal and financial advisors. However, with proper planning, such gifts can provide important income and tax benefits.
Examples of these gifts include Charitable Remainder Trusts, Charitable Lead Trusts and Charitable Gift Annuities.
Our Stories
“The LGBTQ Center has opened its doors to me so that I can transition to living my authentic life! The Center provides opportunities and great networking gatherings to make new friends and be a part of the LGBTQ community!”
Brynn-Christensen Carlisle, They/Them
Information for Advisors
It is always appropriate to consult with your professional advisors when considering an estate gift. Click the button below to download information that can help your advisor facilitate any gift you might wish to make.
Reach Out To Us Today
Each estate gift, large or small, helps strengthen the Center in permanent ways. We would love to help you discover how easy this could be.
To explore your options or to let us know that we are included in your estate plan, email James Lindquist at james@thecentercv.org or 760-316-5282. All inquiries will be held in strict confidence.
