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CASH

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How it works:

Send a check, wire funds, or give to Sunrise online.

 

How you benefit:

  • Cash is the simplest, quickest asset to use in making a gift

  • Income tax charitable deduction is for the full amount of the gift and can be used to offset a larger percentage of your income than a gift of real estate or securities

  • Any portion of the deduction not used in the year of the gift can be carried forward for an additional five years

 

How to give:

  • Outright

  • Charitable Gift Annuity

  • Charitable Remainder Trust

  • Deferred Charitable Gift Annuity

  • Donor Advised Fund

  • Donor Designated Fund

  • Will / Living Trust

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Cash
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DONOR ADVISED FUND – BENEFICIARY DESIGNATION

 

How it works:

Name Sunrise as a beneficiary of your donor advised fund during your lifetime for any future remainder. At your passing, all or part of the remaining assets pass to Sunrise to support programs you designate.

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How you benefit:

  • You control your Sunrise legacy by designating which programs will be supported by the remaining assets in your fund

  • You can continue to make fund distribution recommendations from your donor advised fund during your lifetime

  • You can change your beneficiary designation at any time

 

How to give:

  • Outright

  • Beneficiary designation

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How you benefit:

  • Cash is the simplest, quickest asset to use in making a gift

  • Income tax charitable deduction is for the full amount of the gift and can be used to offset a larger percentage of your income than a gift of real estate or securities

  • Any portion of the deduction not used in the year of the gift can be carried forward for an additional five years

 

How to give:

  • Outright

  • Charitable Gift Annuity

  • Charitable Remainder Trust

  • Deferred Charitable Gift Annuity

  • Donor Advised Fund

  • Donor Designated Fund

  • Will / Living Trust

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Donor Advised Fund - Beneficiary
PRIVATELY HELD SECURITIES

 

How it works:

Give shares of closely held stock to Sunrise. Sunrise sells shares to support programs you designate.

 

How you benefit:

  • You receive an income tax charitable deduction for the appraised value of the shares, even if you obtained the shares at low or no cost, provided you have owned the stock for more than one year.

  • You avoid capital gains tax on the appreciation in value

  • You may be able to use closely held stock to fund a life income gift, such as a charitable remainder trust

  • You join other entrepreneurs planning for their continuing legacy with a donation of closely held stock

 

How to give:

  • Outright

  • Charitable Remainder Trust

  • Donor Advised Fund

  • Donor Designated Fund

Privately Held Securities
PUBLICLY TRADED SECURITIES

 

How it works:

Give securities to Sunrise. Sunrise sells securities to support programs you designate.

 

How you benefit:

  • You receive an income tax charitable deduction for the appraised value of the shares, even if you obtained the shares at low or no cost, provided you have owned the stock for more than one year.

  • You avoid capital gains tax on the appreciation in value

  • You may be able to use closely held stock to fund a life income gift, such as a charitable remainder trust

  • You join other entrepreneurs planning for their continuing legacy with a donation of closely held stock

 

How to give:

  • Outright

  • Charitable Gift Annuity

  • Charitable Remainder Trust

  • Deferred Charitable Gift Annuity

  • Donor Advised Fund

  • Donor Designated Fund

  • Will / Living Trust

Publicly Traded Securities
REAL ESTATE

 

How it works:

Give all or portion of your real estate to Sunrise. Sunrise sells real estate to support the programs you designate.

 

How you benefit:

  • Income tax charitable deduction will equal full fair-market value of the property, not the price you paid to purchase the property

  • No capital gains tax at time of transfer

  • Possible to give a partial interest

  • You may be able to use real estate to fund a life income gift, such as a charitable remainder trust

 

How to give:

  • Outright

  • Charitable Remainder Trust

  • Donor Advised Fund

  • Donor Designated Fund

  • Will / Living Trust

Real Estate
RETIREMENT PLANS

 

How it works:

Name Sunrise as a beneficiary on your IRA, 401(k), or other retirement plan. All or part of your remaining assets pass to Sunrise tax-free at your passing to support the programs you designate.

 

How you benefit:

  • You can continue to take distributions from your retirement accounts during your lifetime

  • You create a tax-efficient estate plan by leaving other assets to loved ones, which — unlike retirement plans — are not subject to both income and estate tax (if applicable)

  • You can change your beneficiary designation at any time

  • Possible, with a remainder beneficiary, to pay a loved one income for life or a term of years

 

How to give:

  • Beneficiary Designation

Retirement Plans

Are you ready to move forward?  

 

Great! Please email us and let us know what you want to do!

 

Or do you have questions?  Please feel free to contact us and we can refer you to one of our financial partners to help. We are very grateful for your commitment and investment in Sunrise and your support of survivors.

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Kelly Sinn

CEO

ksinn@sunrisepasco.org

352-521-3358 

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