Planned Giving

This information is meant as a general guide about ways of giving and potential financial benefits and is not meant to provide specific advice. Before making a gift, you should consult with your attorney or financial advisor.

Bequests

Bequests are provisions in your will or revocable living trust that designate how your assets will be distributed after your lifetime. Charitable Bequests can eliminate or reduce federal estate tax and are one of the most flexible ways of giving. (You have the option of changing your mind at any time.) One method is to designate a percentage (of any amount even if it is 5% or less) of your assets to Apple Tree Dental. You may find that completing your estate plan will also give you extra peace of mind. P.S. Statistically, people who have a will live five years longer than those who don't AND those who name a charity in their will live five years longer than those who don't. Here's to a longer life!

Life-Income

If you would like to support Apple Tree but still need a source of income for yourself or loved ones, a life-income gift may be an attractive solution. In exchange for an irrevocable gift of cash, securities or real estate, you can receive income for life or a term of years. You may avoid capital gains tax, receive an income tax deduction and reduce or eliminate federal estate tax.

Name a Beneficiary

Simply designating Apple Tree Dental as a beneficiary of your retirement plan, insurance policy or financial account is one of the easiest ways to realize your charitable goals while continuing to enjoy the benefits of your asset during your lifetime. And you may benefit from income tax savings and reduce or eliminate federal estate tax. As with bequests, you may change your mind at any time: and, again, you can use a percentage amount for your charitable gift.

Outright Securities

Gifts of long-term appreciated stock or mutual funds offer a quick, easy, and tax-efficient way to support Apple Tree, avoid capital gains tax, and receive an income tax deduction.

Retained Life Estate

A retained life estate gift gives you the satisfaction of making a significant contribution to Apple Tree while still allowing you to use your property for the rest of your life or a term of years. Advantages include an immediate tax deduction at the time of the gift. After your lifetime, Apple Tree will sell the property and use the proceeds to support its dental access work.

Gifts of Personal Property

When you donate tangible property such as jewelry, artwork or rare stamps and coins, you receive an income tax charitable deduction and reduce your taxable estate. Apple Tree will either use your property or sell it and use the proceeds to carry out its mission.

Donor Advised Fund

A donor advised fund is a unique way to simplify and/or streamline all of your charitable giving by allowing you to support Apple Tree as well as other charitable organizations from the same fund. The fund allows you to manage all of your charitable giving simply and efficiently while receiving an income tax deduction.

Charitable Lead Trust

A charitable lead trust accomplishes two goals with your money: supporting Apple Tree while still providing for your heirs. The trust provides an annual income to Apple Tree typically for a period of years. After the term ends, the principal transfers to your beneficiaries. Benefits include an immediate tax deduction on the present value of the trust as well as potential estate tax deductions.

Information provided on our Internet site is not intended to be tax or legal advice.

Please consult a qualified financial advisor before making a gift.