The Heifer 2020 Legacy Challenge is a dynamic opportunity to change lives tomorrow by securing your legacy today. Thanks to a very generous donor, when you make a bequest to Heifer, 10% of your notification amount is matched and applied immediately to our work to end hunger and poverty!
Part of making a lasting impact on hunger and poverty is having lasting resources to address the issue. If we are to find sustainable solutions, we need to invest with the future in mind.
The benefits to making a gift to Heifer Foundation are twofold: you support positive, lasting change in the world while working toward your family's financial security. An endowment gift now can grow to feed an entire continent later. Or, you can choose to make a planned giving investment that allows you to collect returns on your donation.
However you choose to give, we will ensure that your investments and trusts grow to provide long-term support for your family and Heifer International.
When you create a charitable gift annuity, a percentage of the investment goes back to you, the donor. Setting up a unitrust offers a lot of flexibility, and you can see returns grow with your investment, even after you're gone. Annuities and trust gifts are partially tax deductible, and your principle is invested for long term growth.
Heifer Foundation will work closely with your family to set up the investment plan that's right for you.
Naming Heifer Foundation in your will ensures your support of Heifer's work will continue for many years after your lifetime. In addition to certain tax benefits for your estate and heirs, 10% of your bequest will be matched and put to use right away.
Heifer Foundation's endowment is built through charitable gifts of cash, property and stock, as well as funds from bequests, trusts and annuities. These gifts are invested, and the investment earnings provide annual support for Heifer for many years into the future.
A charitable gift annuity is a contract between you and Heifer Foundation. When you transfer property to Heifer, in exchange, we pay you a fixed income for life. This amount can be quite high depending on your age. A portion of your income stream may even be tax-free.
A charitable remainder unitrust pays you income that reflects your investments. There is the potential that your income could increase over time with growth in the trust. This income can be set for life, or a term of years even after your passing.
We have a complete tax update service for CPAs, attorneys, CLUs, CFPs, ChFCs, trust officers and other professionals. The GiftLaw services are made available to all advisors free of charge, and we are available to assist in helping you provide clients with clear and understandable gift illustrations.
More information can be found in our brochures, and we provide all the forms you need to help you get started
Heifer Foundation and its employees are not engaged in rendering legal, investment or tax advice. The content provided is for general information purposes only. Advice and assistance on specific cases should be obtained from attorneys or other professional counsel. Be aware of tax revisions. Because individual state laws govern charitable gifts, wills and trusts, the advice of an attorney should be sought when considering any of these gifts.