Reach Your Philanthropic and Financial Goals with Legacy Giving
A legacy gift enables you to support Peaceful Living and secure the financial needs of your loved ones while providing you with tax benefits. It enables you to make a more significant gift than you thought possible while simultaneously allowing your to achieve your overall financial, philanthropic, and estate-planning goals.
By including Peaceful Living in your will or trust, naming Peaceful Lviing as a beneficiary of a life insurance policy or retirement account, or taking advantage of other giving opportunities, you can preserve assets now and support for years to come. Your gift will have a real, lasting impact.
Let us help you give the gift that’s right for you.
Gifts from Your Will
Through a provision in your written and executed will, you can give a gift in the form of cash, securities, real estate, and personal property. There are many types of bequest, choose the one that best fits your needs and intentions.
Qualified Charitable Distribution
If you’re 70 1/2 or older, you can make a gift directly from your IRA to Peaceful Living. While there is no charitable deduction for a rollover gift, you do avoid the income tax on the donated portion of your required minimum distribution.
Retirement Accounts
Naming Peaceful Living as the beneficiary of a qualified retirement plan assets, such as a 401(k), 403(b), IRA, pension plan, or other Donor Advised Funds, will accomplish a charitable goal while realizing significant tax savings.
Gifts That Pay You
You can turn underperforming assets into a gift to Moravian that provides income to you. Your Charitable Gift Annuity will give you regular, fixed payments for life and tax benefits, too.
Beneficiary Designation and Paid-Up Policies
Name Peaceful Living as the beneficiary of an existing life insurance policy; donate an existing, paid-up life insurance policy you no longer need; or purchase a new life insurance policy and name Peaceful Living as a beneficiary.
Other Legacy Giving Vehicles
There are many other ways to support PEaceful Living through a legacy giving vehicle. Charitable Remainder Trusts, lead trusts, and more may be good options for you. We can show you creative ways to use your assets to benefit Peaceful Living, while at the same time preserving the benefits of those assets for you and your family.
Beneficiary Designations and Grants
Designate Peaceful Living as a beneficiary to receive all of a portion of the balance of your Donor Advised Fund (DAF) through your fund administrator. You can also make a grant to us at any time from your DAF.
Gifts of Real Estate
Like stock, the fair market value of gifts of appreciated assets such as real estate, artwork, and other well-curated collections, can be deducted from your income tax today and reduce your estate tax in the future.
Let’s work together
Luke Smith
Director of Development lsmith@peacefulliving.org (610) 287 1200, ext. 2035 569 Yoder Road Harleysville, PA 19438