Plan your charitable gift
By investing in our annual fundraising programs through a current gift or by including a provision in your estate plan for Fellowship Foundation, you become part of a legacy of giving that will help ensure that FellowshipLIFE will be a leader in service to older adults and their families for generations to come.
Fellowship Foundation commonly receives gifts in the form of cash, checks and electronic transfers. Cash gifts can be convenient for many and are easily documented through receipts and bank records. Remember to save gift receipts for tax purposes.
More ways to give
With the right strategies in place, it is possible to make significant gifts while enhancing your own or your loved one’s financial security. Giving in this way may enable you to make gifts while conserving cash for other uses. Here are some options to discuss with your financial advisor:
- Donor Advised Funds: A donor advised fund (“DAF”), as defined by the Internal Revenue Code, is an account over which a donor-advisor (“Donor”) has advisory privileges to recommend grants to IRS-qualified public charities (“charities” or “charity”) in good standing. A donor-advised fund (DAF) is a centralized charitable account. It allows charitably inclined individuals, families, and businesses to make tax-deductible charitable donations of cash, publicly-traded stock, and, in some cases, certain illiquid assets, to a public charity that sponsors a DAF program. Sponsoring organizations include: Fidelity Charitable, Schwab Charitable, BNY Mellon Charitable. Click Here to Select Fellowship Foundation to receive your Donor Advised Fund with these sponsored organizations.
- Securities: Giving stocks, bonds, or mutual funds that have increased in value may help you reduce taxes and conserve cash.
- Retirement plan distributions: These assets can be a practical resource for charitable gifts now or in your long-range estate plans.
- Life insurance policies: Using life insurance for gifts to Fellowship Foundation can be a convenient way to make a tax-effective gift.
- Real estate: An often overlooked resource, real estate can be an excellent way to make a meaningful gift that could enhance your income or generate tax savings.
- Other items of value: Jewelry, artwork, collections, antiques, automobiles, etc.
Please make your secure donation to Fellowship Foundation online by using the online form. Your generosity will go to work right away and can do so much to help us fulfill our mission.
If you have questions regarding charitable giving, please contact the Fellowship Foundation at 908-580-3875.
Gifts to Fellowship Foundation, a 501(c)(3) not-for-profit tax-exempt organization (#84-2975643), are tax-deductible to the extent allowed by law. An acknowledgment of your gift will be sent to you at the address you provide.