Gift Planning
How to Give
You can give to CalTrout either directly or through a gift instrument that can provide tax benefits and even income. Click on a gift model below to learn more about these alternatives.
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You can designate us as a beneficiary of a retirement, investment or bank account, or your life insurance policy.
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You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.
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Congress has enacted a permanent IRA charitable rollover. As a result, you can make an IRA rollover gift this year and in future years.
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You may be looking for a way to help further our mission and enhance your income. If you are 70½ or older, you can make a one-time IRA rollover to fund a charitable gift annuity and receive fixed payments for life.
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You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
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There are many combination gift options that can make your giving go farther than a simple gift of cash or property.
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A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.
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A pooled income fund is a special charitable fund. You can make a gift to our pooled income fund and receive tax and income benefits in return.
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You give your property to our organization but retain the right to use the property during your life.
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We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.
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You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax-free and provides you with income for life or a term of years.
