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Legacy Giving

Legacy Giving Options

A primary question to consider first is have you made out a will? If you have not yet written a will, regardless of your charitable intent, please consider this.

If your goal is to:

Then you can:

And your benefits may include:

Make a quick and easy gift. Simply write a check now, or give through our secure online process. An income tax deduction and immediate impact for us.
Avoid tax on capital gains. Contribute long-term appreciated stock or other securities. A charitable deduction plus no capital gains tax.
Defer a gift until after your lifetime. Put a bequest in your will (give us cash, specific property, or a share of the residue of your estate). Your donations are fully exempt from federal estate tax.
Avoid tax on unneeded IRA required minimum distributions. Make a gift from your IRA. Lower adjusted gross income and taxes and make a charitable gift.
Receive guaranteed fixed income that is partially tax-free. Create a charitable gift annuity. Current and future savings on income taxes, plus fixed, stable payments.
Make a gift of real property, such as coins, stamps, antiques or art. Donate tangible real property to us. A charitable tax deduction and the possibility of income for life if done through a trust or to set up an annuity.
Avoid the twofold taxation on IRA or other employee benefit plans. Name us as the beneficiary of the remainder of the retirement assets after your lifetime. It lets you leave your family other assets that carry less tax liability.
Make a large gift with little cost to you. Contribute a life insurance policy you no longer need. Current and possibly future income tax deductions.
Secure fixed payments for life while avoiding market risks. Create a charitable remainder annuity trust. It gives you tax benefits and often boosts your rate of return.
Payments for life with a hedge against inflation over the long term. Create a charitable remainder unitrust. Variable payments for life plus tax benefits.
Make a revocable gift during your lifetime. Name us as the beneficiary of assets in a living trust. Full control of the trust terms for your lifetime.

If you have already included Camphill Village Copake Foundation in your estate plans, please let us know by calling Nancy O’Leary at (518) 329-7924, extension 136 or by email at nancyoleary@camphillvillage.org so that we can welcome you as a member of the Legacy Circle.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Legacy Giving section has been developed for Camphill Village and is owned by Future Focus. Please report any problems to section webmaster.