Thanks to YOU, Southern Rhode Island Volunteers has played a significant role in the community by providing services and meals to housebound seniors and by providing volunteer opportunities to enrich our lives and the lives of others. Helping others is a key part of what makes SRIV unique and special. Our organization is made up of dedicated members of the community, volunteering their time and energy to make our community a better place.
You can play a part in ensuring that SRIV will be here for another generation by making a planned gift. A planned gift can be part of your tax planning, a life insurance gift or part of your will. Planned Giving benefits you, the donor, and it helps SRIV continue the services it has been providing to our community for 30 years. With your help, we’ll be providing volunteers and services to our community for another 30 years … and more!
There are many different types of planned gifts, with different features and tax benefits. Please note that this information is not intended to be legal or tax advice, but a general overview of the ways you can help SRIV provide vital services to our community. At the bottom of the page you will find links to the IRS website for more information on the tax benefits of planned giving. Please consult your attorney or tax advisor for more information.
Gifts Through Your Will
Bequests: You can support SRIV’s work while still retaining control of your assets during your lifetime. Create a legacy that reflects your values by making a bequest of a specific amount, a specific asset or a percentage of your estate.
Outright Gifts
· Cash: Maximize your charitable deduction and provide vital funds for SRIV immediately.
· Securities: Donate appreciated stocks, bonds or mutual funds for possible significant tax benefits.
· Personal Property: Donate tangible personal property to SRIV for a tax deduction.
· Real Property: Donate real estate to SRIV for a tax deduction.
Retained Life Estate: Donate real estate to SRIV and retain a life estate. You keep the right to use and possess the real estate during your lifetime.
Revocable Living Trust
Name SRIV as the beneficiary of assets in a living trust. You retain control of the assets during your lifetime.
Life Insurance Gifts
Name SRIV as a beneficiary of your life insurance policy and save on estate taxes.
Retirement Plan Gifts
Name SRIV as a beneficiary of your IRA, 401k or other qualified plan.
Charitable Gift Annuities& Charitable Remainder Annuity Trusts
Support the important work of SRIVby providing yourself with a fixed income for life while leaving the principal to SRIV.
Charitable Lead Trusts
Create a charitable trust that pays a fixed or variable income to SRIV, while retaining the principal of the trust for your heirs.
More information regarding tax benefits:
http://www.irs.gov/publications/p526/index.html
http://www.stayexempt.irs.gov/Mini-Courses/Can_I_Deduct_My_Charitable_Contributions/can_i_deduct_my_charitable_contributions.aspx
You can play a part in ensuring that SRIV will be here for another generation by making a planned gift. A planned gift can be part of your tax planning, a life insurance gift or part of your will. Planned Giving benefits you, the donor, and it helps SRIV continue the services it has been providing to our community for 30 years. With your help, we’ll be providing volunteers and services to our community for another 30 years … and more!
There are many different types of planned gifts, with different features and tax benefits. Please note that this information is not intended to be legal or tax advice, but a general overview of the ways you can help SRIV provide vital services to our community. At the bottom of the page you will find links to the IRS website for more information on the tax benefits of planned giving. Please consult your attorney or tax advisor for more information.
Gifts Through Your Will
Bequests: You can support SRIV’s work while still retaining control of your assets during your lifetime. Create a legacy that reflects your values by making a bequest of a specific amount, a specific asset or a percentage of your estate.
Outright Gifts
· Cash: Maximize your charitable deduction and provide vital funds for SRIV immediately.
· Securities: Donate appreciated stocks, bonds or mutual funds for possible significant tax benefits.
· Personal Property: Donate tangible personal property to SRIV for a tax deduction.
· Real Property: Donate real estate to SRIV for a tax deduction.
Retained Life Estate: Donate real estate to SRIV and retain a life estate. You keep the right to use and possess the real estate during your lifetime.
Revocable Living Trust
Name SRIV as the beneficiary of assets in a living trust. You retain control of the assets during your lifetime.
Life Insurance Gifts
Name SRIV as a beneficiary of your life insurance policy and save on estate taxes.
Retirement Plan Gifts
Name SRIV as a beneficiary of your IRA, 401k or other qualified plan.
Charitable Gift Annuities& Charitable Remainder Annuity Trusts
Support the important work of SRIVby providing yourself with a fixed income for life while leaving the principal to SRIV.
Charitable Lead Trusts
Create a charitable trust that pays a fixed or variable income to SRIV, while retaining the principal of the trust for your heirs.
More information regarding tax benefits:
http://www.irs.gov/publications/p526/index.html
http://www.stayexempt.irs.gov/Mini-Courses/Can_I_Deduct_My_Charitable_Contributions/can_i_deduct_my_charitable_contributions.aspx
