Planned Giving: Build a Legacy of Literacy


There are many ways to leave your legacy at Make Way for Books.  Our Development Department is available to help donors evaluate their giving options. To learn more, contact Angy Shearer, Development Director, at (520) 398-6451 or email her at angy@makewayforbooks.org.

 

Download a Planned Giving Commitment Form hereLearn more about your giving options below. We encourage you to work with your legal or financial advisor as you consider these options.

 

Charitable Bequest

An excellent way for you to support our mission is to leave us a bequest in your will, living trust or with a codicil. The most common gifts to nonprofit beneficiaries are cash, securities, and real property including homes and personal property (things).

Charitable Lead Trust

If you are looking for a way to pass on some of your assets to your family while reducing or eliminating gift or estate taxes, a charitable lead trust is an excellent option. You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

Beneficiary Designation Gifts

If you are interested in making a gift but are also concerned about your future needs, keep in mind that beneficiary designation gifts are among the most flexible of all charitable gifts. You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.

Charitable Gift Annuity

You may be tired of living at the mercy of the fluctuating stock and real estate markets. A charitable gift annuity is a gift made to our organization that can provide you with a secure source of fixed payments for life. If you decide to fund your gift annuity with cash, a significant portion of the annuity payment will be tax-free. You may also make a gift of appreciated securities to fund a gift annuity and avoid a portion of the capital gains tax.

IRA Rollover

You may be looking for a way to make a big difference to help further our mission. If you are 70½ or older you may also be interested in a way to lower the income and taxes from your IRA withdrawals. An IRA charitable rollover is a way you can help continue our work and benefit this year. Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.