Planned Giving – ways to give

Help Keep the Pyareo home caring for Seniors through a Charitable Trust, Appreciated Financial Asset, and Estate Planning.

You can keep giving long into the future.

 Bequests

Including Pyareo Home through a bequest in your will or Revocable Living Trust is one of the most common ways to make a planned gift. Such gifts can enable you to make a significant contribution that might not be possible during your lifetime.

Bequests maintain flexibility as they can be structured in many ways and altered to fit your changing life and charitable goals.

Sample bequest language can take several forms. A couple of different examples include:

“I give the sum of $____ to Pyareo Home of Sanbornton, NH, or its successor organization to be used for its general purposes.”

or

“I give _% of my residual estate of to Pyareo Home to be used for support of patient care services.”

Appreciated Financial Assets

Pyareo Home gratefully accepts various financial assets.  Stocks, bonds, mutual funds, exchanged-traded funds can all be easily transferred to Pyareo Home.  Do you know the tax benefits of making gifts of securities to Pyareo?  For example, if you purchased stock in a company in 1995 for $5,000 and it is now worth $10,000 you would pay capital gains tax on the gain if it was sold.  But if you transfer $10,000 worth of stock to Pyareo Home you pay no tax and qualify for a $10,000 charitable organization deduction. To begin request a “Transfer to a Charitable Organization” form from your broker and follow the directions.  It’s not an instant process and it’s best to initiate the process before the end-of-the-year rush (early December or sooner).  Please contact us for more information.

Charitable Remainder Trusts

Establishing a charitable remainder trust can unlock your ability to make a significant gift to benefit Pyareo Home, by addressing many financial and family concerns. With such a trust, you (or others you designate) receive annual income from the trust for life or a set number of years. At the end of the trust’s term, Pyareo Home will receive the remaining trust assets to continue its work.

A trust can be established with a gift of property or appreciated stock as well as cash, providing some additional tax benefits like avoiding the capital gains tax. Additionally you will receive a tax deduction for the present value of the remainder interest at the time of funding.

If you believe establishing a trust will help you meet your financial and charitable goals, please contact us.

IRA Charitable Rollover

Those who have an IRA and reach age 70 ½ receive a notice from their financial institution that they must take a Required Minimum Distribution (RMD).  All RMDs are normally taxable, but one can make a Qualified Charitable Distribution to a non-profit organization like Pyareo Home directly from the IRA and pay no income tax on the amount.  It is possible to split the RMD and have some of the amount go to Pyareo and the remainder to the account holder, allowing only the latter amount to be taxed.  Interested persons should see the “Are distributions taxable?” chapter in IRS publication 590, consult their tax adviser, or contact Pyareo for more general information.

We thank you for your continued encouragement and support of our mission!

Send checks payable to 'Pyareo Home'

Pyareo Home
333 Brook Road
Sanbornton, NH 03269