As part of your long-term financial planning, a planned gift can offer you substantial tax and estate planning benefits and allow you to make a larger and more lasting gift to Ronald McDonald House. It can be a gift Ronald McDonald House receives now, or in the future and is a way for you to be a key Ronald McDonald House supporter while meeting your personal financial goals.
There are several ways you can plan to make a gift to Ronald McDonald House. The option(s) you choose depends on your unique circumstances and financial objectives.
Speak to your tax/legal/financial advisor regarding the impact of these strategies for your own circumstances, or alternatively, contact Ronald McDonald House and we can put you in touch with a suitable professional.
One of the easiest of the Planned Gift options is to name Ronald McDonald House as a beneficiary in your will. This can significantly reduce the tax paid by your estate. Without a will your estate will be handled by a public trustee and they will decide the distribution of your possessions.
Want to leave a legacy? You can make a larger gift than you ever thought possible by naming Ronald McDonald House as the owner and beneficiary of a new or existing life insurance policy. The premiums you pay qualify for a tax credit. When you transfer ownership of an existing policy to Ronald McDonald House, you receive a tax credit for the cash surrender value. A gift of life insurance is separate from your estate and has no effect on its assets.
It is now possible for you to donate shares and receive a charitable tax receipt equal to their market value, without triggering any capital gains tax. Thanks to this new tax legislation, it's never been more affordable to show your generosity.
A gift-in-kind is a gift of property such as real estate, securities, artwork, jewelry or collectibles. After independent appraisals, Ronald McDonald House will issue you a tax receipt.
An endowment fund is a donation, which is invested, with the earnings generated on the principal used to support Ronald McDonald House's work. You can let Ronald McDonald House decide where the earnings are most needed or designate a geographic area.
Your gift of cash or other property is used to establish a trust. You receive the income from the trust, according to the terms set out when it is established, and a receipt for the remainder. Ronald McDonald House receives whatever remains in the trust after your death.
