Leave a Legacy

What Will Your Legacy Be?

Invest Today

See your legacy in the real estate industry blossom during your lifetime. Help us continue to grow our endowment fund with an outright gift of cash, securities, or real estate.  In addition to many tax benefits, donors making significant investments in our endowment fund will also be recognized as Key Circle members.

Types of Planned Gifts to Consider

  • Bequests

    A bequest in your will or trust is the most frequently used planned gift and is fully deductible for estate tax purposes. Bequests can take on many forms, such as a specific dollar amount, a percentage of your estate, or the remainder of your estate.

  • Life Insurance Policy

    You may donate a new policy or designate The REALTOR® Foundation as the beneficiary and/or owner of an existing policy.

  • Retirement Plans

    IRA or 401(k) plans can be subject to both income and estate taxes, greatly limiting the percentage available for heirs. As a result, you may choose to designate The REALTOR® Foundation as the beneficiary, qualifying the gift for an unlimited estate tax charitable deduction.

  • Retirement Plans

    IRA or 401(k) plans can be subject to both income and estate taxes, greatly limiting the percentage available for heirs. As a result, you may choose to designate The REALTOR® Foundation as the beneficiary, qualifying the gift for an unlimited estate tax charitable deduction.

  • Charitable Lead Trusts

    Charitable lead trusts provide a way to pass significant wealth to your heirs at minimal or no transfer-tax cost, while making immediate gifts to the Foundation.

Interested in learning more?

To inform us of your plans or request information, you may use the enclosed form, or contact Gabie Benson at 317-956-5255.

Choose the Gift That Matches Your Goals

If your goal is to: You can: Your benefits are:
Make an immediate cash gift Simply write a check or transfer securities now An income tax deduction and immediate impact for the REALTOR Foundation
Avoid tax on capital gains Contribute long-term appreciated stock or other securities A charitable deduction and avoidance of capital gains tax
Defer a gift until after your lifetime Put a revocable bequest in your will (give cash, specific property, or share of the residue) Full exemption from estate tax for your donations
Make a large gift at minimum cost Contribute a life insurance policy you no longer need Current and possibly future income tax deductions
Avoid the twofold taxation on IRAs or other employee benefit plans Name your local foundation as the beneficiary of the remainder of the assets after your lifetime The ability to leave your family other assets that carry less tax
Avoid capital gains tax on the sale of a home or other real estate Donate the property to your foundation or sell it to the foundation at a bargain price An income tax deduction, plus reduction or elimination of capital gains tax
Create a hedge against inflation over the long term Create a charitable remainder unitrust A variable income for life and tax benefits
Secure a stable guaranteed life income that's part tax free and avoids market risks Create a gift annuity with cash, stocks or other securities Tax benefits and often a boosted rate of return from assets
Reduce gift and estate taxes on your assets you pass to children or grandchildren Create a charitable lead trust that pays income to your local foundation for a specific term of years The estate tax benefits of a gift, but your family keeps the assets
  • Bailey & Wood
  • Carpenter
  • Century 21 Scheetz
  • FC Tucker
  • First American
  • Housemaster
  • MI Homes
  • Northside
  • Sentrilock
  • Choice Home
  • Congressional Bank
  • Elements
  • Fairway
  • Fancher
  • HWA
  • KW
  • Meridian Title
  • Security Home Inspection

Powered by Firespring.org