Planned Giving

Making a planned gift is an important financial decision that leaves a lasting legacy to our Foundation. Designed to provide you with special income and/or tax advantages, these gifts strengthen your own long-range financial plans while also supporting the mission of the Foundation. Plus, when you include the D’Youville Foundation in your estate plans, you will become part of the D’Youville Legacy Society, whose members receive a number of benefits including invitations to private events at D’Youville and special recognition.

We have a number of flexible options to suit your financial goals and obligations:

  • Bequests by Will or Living Trust
    Bequest gifts allow you to make a gift by naming the Foundation in your will.
  • Stock, Bonds, Mutual Funds
    Publicly traded securities that have appreciated in value are a popular way to donate. The full market value is recognized for gift purposes and potential capital gains taxes are avoided.
  • Charitable Gift Annuity
    Charitable gift annuities (CGA) are the most popular life income gifts, ranking second to bequests in popularity of planned gifts. A CGA is an irrevocable contract between you and the Foundation by which you transfer cash or an asset in exchange for a fixed payment for life. Gift annuities may be based on one or two lives.
  • Retirement Plans
    Retirement plans make excellent charitable gifts at the time of death. The Foundation can be named to receive all or a portion of a company pension plan, an IRA, a 401(k), or a Keogh plan. Because retirement plan assets are oftentimes subject to high estate taxes and the income is fully taxable when received by an individual beneficiary, making a charitable gift may be a better use of these assets.
  • Life Insurance
    Life insurance policies that are no longer needed for family or business purposes can be transferred to the Foundation. Transferring ownership during your lifetime enables you to claim a charitable deduction equal to the surrender value.
  • Gifts of Real Estate
    Whether a personal residence, a vacation home, a farm, undeveloped land, or commercial property, gifts of real estate can provide a number of benefits, including income tax savings and avoidance of capital gains taxes.

If you would like to find out more about your options for making a lasting gift to D’Youville, please call Donald Main, Director of Advancement, (978) 569-1055, or email dmain@dyouville.org