Giving Amount
Under $25,000
The most popular options for a gift in this range:
Gift in will or living trustInterested in helping FoundationONE but feel overwhelmed by the thought of writing another check or giving up your assets today? A simple, flexible and versatile way to ensure we can continue our work for years to come is a gift in your will or living trust, known as a charitable bequest. A charitable bequest is one or two sentences in your will or living trust that leaves to FoundationONE an amount of money or a percentage of your estate.
By including a bequest to FoundationONE in your will or living trust, you are ensuring that we can continue this important mission. Your gift entitles your estate to a federal estate tax charitable deduction.
A beneficiary designation clearly identifies how specific assets will be distributed after your death. Just name FoundationONE as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
When you are looking for ways to advance the FoundationONE mission, assisting students in attending UCA, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support our work while receiving fixed payments for life is a charitable gift annuity.
Not only does a charitable gift annuity to FoundationONE provide you with regular payments, it also offers you a variety of tax benefits, including a federal income tax charitable deduction.
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement age, and thus your payments will be larger.
One of the easiest and most common ways for you to support FoundationONE is with a gift of cash. Cash can be used to support our work in the form of:
An outright gift. A cash gift by check or credit card empowers FoundationONE to engage more students in UCA’s life-changing education. You will have the opportunity to see your generosity in action and will also receive an immediate federal income tax charitable deduction, when you itemize.
A payable on death (POD) account. A POD bank account or certificate of deposit names one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the bank account, change the beneficiary or close the account.
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to FoundationONE. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds you have held more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
$25,000 to $99,999
The most popular options for a gift in this range:
Gift in will or living trustA beneficiary designation clearly identifies how specific assets will be distributed after your death. Just name FoundationONE as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
When you are looking for ways to advance the FoundationONE mission, assisting students in attending UCA, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support our work while receiving fixed payments for life is a charitable gift annuity.
Not only does a charitable gift annuity to FoundationONE provide you with regular payments, it also offers you a variety of tax benefits, including a federal income tax charitable deduction.
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement age, and thus your payments will be larger.
When the original purpose for a life insurance policy no longer applies—such as educating children now grown or providing financial security for a spouse now deceased—your policy can become a powerful and simple way to support our work. There are three ways to give life insurance to FoundationONE:
o Name us a beneficiary of the policy. This gift is as simple as updating your beneficiary designation form with the policy holder. You can designate FoundationONE as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn't survive you.
o Make an outright gift of an existing policy. You can name us as owner and beneficiary of an existing policy. You may receive a federal income tax charitable deduction and reduce your future estate tax liability. If you continue to pay premiums on the policy, each payment is tax deductible as a charitable gift.
o Make an outright gift of a new policy. You can take out a new policy and irrevocably name FoundationONE as the owner and the beneficiary of the insurance contract. This method may be particularly attractive for the younger donor. Whether you make one single premium payment for the policy or pay annual premiums, each payment is tax deductible as a charitable gift.
An outright gift. A cash gift by check or credit card empowers FoundationONE to engage more students in UCA’s life-changing education. You will have the opportunity to see your generosity in action and will also receive an immediate federal income tax charitable deduction, when you itemize.
A payable on death (POD) account. A POD bank account or certificate of deposit names one or more persons or charities as the beneficiary of all funds once you, the account owner, pass away. The beneficiary you name has no rights to the funds until after your lifetime. Until that time, you remain in control and are free to use the money in the bank account, change the beneficiary or close the account.
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to FoundationONE. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds you have held more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
$100,000 to $999,999
The most popular options for a gift in this range:
Gift in will or living trustA beneficiary designation clearly identifies how specific assets will be distributed after your death. Just name FoundationONE as a beneficiary to receive assets such as retirement plans and life insurance policies after you're gone. You simply fill out a form that is entirely separate from your will—which makes this approach an easy way to give.
Not only is it an easy way to give, but it's also flexible—you aren't locked into the choices you make today. You can review and adjust beneficiary designations anytime you want.
When you are looking for ways to advance the FoundationONE mission, assisting students in attending UCA, you shouldn't feel like you are choosing between your philanthropic goals and financial security. One gift that allows you to support our work while receiving fixed payments for life is a charitable gift annuity.
Not only does a charitable gift annuity to FoundationONE provide you with regular payments, it also offers you a variety of tax benefits, including a federal income tax charitable deduction.
If you are younger than 60 or don't need your payments immediately, you can set up a deferred gift annuity. This allows you to delay receiving payments until a later date—such as when you reach retirement age, and thus your payments will be larger.
Looking for a way to give FoundationONE a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust. A charitable remainder trust provides you (or other named individuals) income each year for life or for a period not exceeding 20 years, from assets you give to the Trust you create.
Benefits of a charitable remainder trust include:
• A partial charitable income tax deduction
• Potential for increased income
• Up-front capital gains tax avoidance
There are two ways to receive payments with charitable remainder trusts:
The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is re-determined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
Do you want to benefit from the tax savings that result from supporting FoundationONE, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust. There are two ways charitable lead trusts make payments:
o A charitable lead annuity trust pays a fixed amount each year to FoundationONE and is more attractive when interest rates are low.
o A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to FoundationONE go up and so does the amount provided to your designated beneficiary.
When the original purpose for a life insurance policy no longer applies—such as educating children now grown or providing financial security for a spouse now deceased—your policy can become a powerful and simple way to support our work. There are three ways to give life insurance to FoundationONE:
o Name us a beneficiary of the policy. This gift is as simple as updating your beneficiary designation form with the policy holder. You can designate FoundationONE as the primary beneficiary for a percentage or specific amount. You can also make us the contingent beneficiary so that we will receive the balance of your policy only if your primary beneficiary doesn't survive you.
o Make an outright gift of an existing policy. You can name us as owner and beneficiary of an existing policy. You may receive a federal income tax charitable deduction and reduce your future estate tax liability. If you continue to pay premiums on the policy, each payment is tax deductible as a charitable gift.
o Make an outright gift of a new policy. You can take out a new policy and irrevocably name FoundationONE as the owner and the beneficiary of the insurance contract. This method may be particularly attractive for the younger donor. Whether you make one single premium payment for the policy or pay annual premiums, each payment is tax deductible as a charitable gift.
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to FoundationONE. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds you have held more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.
$1 million or more
The most popular options for a gift in this range:
Gift in will or living trustLooking for a way to give FoundationONE a significant gift? If you have built up a sizeable estate and are also looking for ways to receive reliable payments, you may want to check out the advantages of setting up a charitable remainder trust. A charitable remainder trust provides you (or other named individuals) income each year for life or for a period not exceeding 20 years, from assets you give to the Trust you create.
Benefits of a charitable remainder trust include:
• A partial charitable income tax deduction
• Potential for increased income
• Up-front capital gains tax avoidance
There are two ways to receive payments with charitable remainder trusts:
The annuity trust pays you, each year, the same dollar amount you choose at the start. Your payments stay the same, regardless of fluctuations in trust investments.
The unitrust pays you, each year, a variable amount based on a fixed percentage of the fair market value of the trust assets. The amount of your payments is re-determined annually. If the value of the trust increases, so do your payments. If the value decreases, however, so will your payments.
Do you want to benefit from the tax savings that result from supporting FoundationONE, yet you don't want to give up any assets that you'd like your family to receive someday? You can have it both ways with a charitable lead trust. There are two ways charitable lead trusts make payments:
o A charitable lead annuity trust pays a fixed amount each year to FoundationONE and is more attractive when interest rates are low.
o A charitable lead unitrust pays a variable amount each year based on the value of the assets in the trust. With a unitrust, if the trust's assets go up in value, for example, the payments to FoundationONE go up and so does the amount provided to your designated beneficiary.
Securities and mutual funds that have increased in value and been held for more than one year are one of the most popular assets to use when making a gift to FoundationONE. Making a gift of securities or mutual funds offers you the chance to support our work while realizing important benefits for yourself.
When you donate appreciated securities or mutual funds you have held more than one year, you can reduce or even eliminate federal capital gains taxes on the transfer. You are also entitled to a federal income tax charitable deduction based on the fair market value of the securities at the time of the transfer.