If you are 70½ or older, an IRA charitable rollover is one way you can help ensure our future success.

Benefits of an IRA charitable rollover:

• Avoid taxes on transfers of up to $100,000 from your IRA to The Haven

• Make a gift that is not subject to the deduction limits on charitable gifts

• Help further our programs & services

How it works:

• Contact your IRA plan administrator to make a gift

Your IRA funds will be directly transferred to The Haven.

Please note these gifts do not qualify for a charitable deduction.

Please specify if you wish for your gift to be used for a specific purpose, project or program.

Donating stocks or bonds is a simple, tax-effective way for you to make your gift.

Benefits of donating stocks/bonds:

• Avoid paying capital gains tax on the sale of appreciated stock

• Receive a charitable income tax deduction

How it works:

• Transfer electronically - please contact us for instructions.

• Send via mail - If you have securities in the form of a certificate, you must mail two envelopes separately. In one, place the unsigned stock certificate(s). In the other, include a signed stock power for each certificate (you may obtain this power from your bank/broker).

There are special regulations for valuing a stock gift. The value is determined by taking the mean between the high and low stock price on the date the gift was made. Mutual fund shares are valued by the closing price for the fund on the gift’s date.

These are simple, affordable ways to make a donation. You can designate The Haven as a beneficiary of a retirement, investment, bank account, or life insurance policy.

Benefits of a beneficiary designation:

• Support kids, teens and adults with disabilities

• Continue to use your account as usual

• Simplify your planning expenses

• Reduce tax burdens on your family

• Estate tax charitable deduction

How it works:

• Ask your banker, broker or insurance agent to send you a beneficiary designation form.

• Complete, sign and mail it back to him/her. That’s it!

Important to note: if you are worried about your future needs, please note this is the most flexible type of all charitable gifts. You are able to change your mind and amend the designation at any point.

What is the difference between a bequest and a gift?

A bequest describes the act of leaving a gift to a loved one through a will or trust. On the other hand, a gift can be made outside of a will.

Ways to make a bequest:

• Gift specific dollar amount or percentage of your estate

• Gift from the balance or residue of your estate

• Make a beneficiary designation of certain assets (i.e. real estate)

We do accept gifts of real estate.