Gifts That Make an Impact
In honor of our 50th year, we invite you to consider supporting People’s Resource Center with a legacy gift. There are many types of planned gifts and some of the most common options are presented below. We encourage you to consult with your financial and legal advisors regarding the best plan for your own circumstances.
Contact me to explore your options or share your intentions. Thanks for all you do for the PRC community!
Michelle B. Clegg Director of Leadership Giving
630-384-1346 mclegg@peoplesrc.org
GIFTS FROM YOUR IRA
Qualified charitable distributions
You can instruct your IRA administrator to transfer all or part of your annual Required Minimum Distribution (RMD) directly to People’s Resource Center. You may also designate PRC as a beneficiary of your IRA, which can reduce the tax burden on your heirs.
GIFTS THROUGH WILL OR TRUST
The most popular planned option
Making a gift to PRC through your will or living trust is an easy way to invest in the future. Your assets remain in your control during your lifetime, and you can modify your plans to address changing circumstances. Wills are easier and less expensive to set up than trusts, but trusts can offer additional flexibility and benefits such as privacy and the avoidance of probate.
APPRECIATED ASSETS Stocks, Bonds, Mutual Fund Shares
When you donate appreciated assets instead of cash, your gift costs you less than the amount People’s Resource Center receives! You will receive a charitable deduction for the full amount of your gift and avoid the impact of capital gains taxes.
RETIREMENT PLAN ASSETS
Simple and tax-smart
Designating PRC as a beneficiary of your retirement plan is one of the simplest and most tax-wise ways to make a planned gift. All you need to do is update a form provided by your account custodian. Distributions made from retirement accounts to designated beneficiaries are taxed at ordinary income tax rates. As a non-profit, PRC is tax-exempt and will receive the full amount of what is designated from your plan. This is one of the most tax-efficient ways to make a gift to PRC.
Confidential Reply
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Let us know:
I am ready for a conversation about my legacy planning journey and how I can support PRC. Please contact me.
I have already documented my estate gift to People’s Resource Center.
I have included PRC in my plans, but wish to be anonymous. I plan to include People’s Resource Center in my plans someday.
If you’ve included People’s Resource Center in your estate plans but have not yet informed us, please let us know so we can welcome you to The Dorothy McIntyre Legacy Society.
Visit peoplesrc.planmygift.org for sample bequest language and more planning resources.
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