Planning for your current and future financial needs is a must. Consider contingencies in life, kids, grandkids, and long-term health care. Your plans need to be flexible and can be changed to meet the unknown. Think about what is left after your lifetime expenses are covered. You can make a gift to an organization that you support which has a place in your heart. C.A.R.E. would be honored to be the recipient of your planned gift.
Estate planning with trusted professionals creates benefits for you as a donor:
Our goal is to help you as a donor achieve your philanthropic planning goals by working with your personal, trusted advisors to achieve your legacy goals and tax planning objectives.
You can make provisions for your family and provide a planned gift bequest to the charity for which you volunteered and donated to throughout your life.
Consider your options with the following example:
Should you wish to leave one-third of your estate to each child (33 1/3%) just make a simple adjustment.
The members of your donor team are estate planning attorneys, accountants, CPAs, certified financial planners, insurance agents, bankers, and family members. They can help you plan the best way to secure your future financial needs for you, your family and how best to shape your legacy as a philanthropist.
The Center for Abuse and Rape Emergencies, Inc. of Charlotte County
P.O. Box 510234 • Punta Gorda, FL 33951-0234
Business Telephone: (941) 639-5499
EIN Number: 59-2435059
C.A.R.E. is a 501 (3)(c) non-profit organization.
Cash is a simple and easy way to make a gift to C.A.R.E. Cash donations may be made online or by sending a check.
Potential benefits are:
Making a gift of appreciated securities, such as stocks and bonds, provides a tax-effective way to make a donation to C.A.R.E. Work with your broker or investment advisor to determine the value of the stock and to complete the transfer of certificates.
Potential benefits are:
Appreciated real estate such as home, land or commercial property can make a substantial gift to C.A.R.E. Such gifts require a deed to transfer ownership, and an independent appraisal to establish the property’s fair market value.
Donating all or a portion of retirement assets such as funds from an IRA, 401(k), 403(b), or pension are ways to make a gift of your unused assets to further our mission. These gift options require your completion of a beneficiary designation form naming C.A.R.E. as the beneficiary of the assets.
Potential benefits are:
If you have an insurance policy that has outlasted its purpose, consider making a gift of the policy to C.A.R.E. This gift requires a beneficiary designation naming C.A.R.E. as the beneficiary of the policy.
Potential benefits are:
You can include language in your will or trust that specifically designates a gift be made to C.A.R.E. as part of your estate plan, in addition to taking care of your family or future health needs. This is a bequest, and it is one of the easiest gifts you can make as part of your legacy.
Once you have your estate plan in place, it can be updated should your circumstances change. In fact, it is a good idea to review your plans every few years to ensure your needs are covered and to make sure your plan continues to reflect your wishes. You have the flexibility you need. Your attorney can help you determine how to make a gift of a specific asset or dollar amount, or a percentage of your estate, or the residual balance of your estate.
Potential benefits are:
For more information regarding Legacy Giving or Gift Planning, please contact our Chief Advancement Officer Linda Lusk.
Charitable gifts to The Center for Abuse and Rape Emergencies, Inc. are tax-exempt as defined by laws governing 501 (c)(3) organizations. A copy of the official registration and financial information may be obtained from the division of consumer services by calling toll-free (800) 435-7352 or visiting www.floridaconsumerhelp.com registration does not imply endorsement, approval, or recommendation by the state. Contributions are retained by the Center for Abuse and Rape Emergencies, Inc. (C.A.R.E.). Registration number: ch174.
For additional information on donations please call C.A.R.E. at 941-639-5499.