You may donate a gift of your retirement assets, such as your IRA, 401k, 403b, pension or other tax deferred plan, which will not be subjected to either estate or income taxes. If you are over 70 1/2, you can avoid or minimize income tax on your minimum required IRA distributions by making a charitable rollover gift to the Friends of up to $100,000. Contact your IRA custodian to request this donation.
Stocks & Bonds
By making a gift of your appreciated securities, you may be able to avoid paying capital gains tax that would otherwise be due if you sold these assets. Instructions for donating stock to Friends are available here.
You may designate Friends of Five Rivers as the beneficiary of your life insurance policy.
Membership within the legacy society provides the opportunity to support environmental education for generations to come.
Your legacy gift to Friends of Five Rivers is part of your long-term plan of your personal assets. A variety of gifts that may be accepted are retirement accounts, stocks and bonds, a bequest within your will, beneficiary designation of a life insurance policy, charitable trust and more.
Your gift provides long-term sustainability for Friends of Five Rivers and its programs. You may elect to support the “Friends Endowment Fund” or choose to designate your gift for a particular program or for general operating support.
To make your legacy gift we suggest you contact your financial advisor or attorney on options that best fit your estate planning. Then reach out to Friends of Five Rivers to hear how your gift will make a significant impact. We would like to recognize you as a Legacy Society member. However, we will respect all requests for anonymity. Please reach out if you have any questions about a legacy society membership or view our Legacy brochure here.
Friends of Five Rivers is a registered 501(c) 3 tax-exempt pubic charity.
Tax ID: 23-7309978