Bequest
A bequest is a provision in your will to grant either an outright sum or a percentage of your estate to Easterseals.
Of Interest To: Individuals or families who want a simple, tax-effective way to support Easterseals.
Beneficiary Designations
Easterseals may be designated as a beneficiary of a 401(k), IRA, life insurance policy, or other financial account.
Of Interest To: Individuals or families who want a simple way to reduce tax burdens on heirs without amending an existing will.
Donor-Advised Funds (DAF)
By contributing cash, securities, or other assets to a donor-advised fund, donors can make meaningful investments in Easterseals without affecting their current asset base. The remaining funds in the DAF can be left as an estate gift, in whole or in part.
Of Interest To: Individuals or families who have established a DAF for charitable distributions during their lifetime.
Charitable Remainder Unitrusts
Charitable remainder unitrusts provide a donor or their beneficiaries with variable income from the assets each year for a specific period. At the end of the trust term, the balance (or “remainder”) in the trust goes to Easterseals.
Of Interest To: Individuals or families with significant, appreciated assets who want an income stream, along with potential estate tax savings.
Charitable Lead Trusts
Charitable lead trusts are, essentially, the reverse of charitable remainder unitrusts. Payments first go to Easterseals for a specific period, after which time the principal of the trust reverts to the donor or other beneficiaries. Charitable lead trusts are typically funded through cash, appreciated securities, or real estate.
Of Interest To: Individuals or families with significant, appreciated assets who wish to retain ownership of their assets while both achieving their charitable goals and reducing estate taxes.
Easterseals does not provide tax or legal advice. This material is offered for informational purposes only, and is not intended to provide, and should not be relied on, for tax, legal, or accounting advice. Please consult your own advisers before engaging in any transaction.
