Major & Planned Gifts
gift planning strategies
make a greater impact
Many donors find that they can make a greater impact and enjoy more tax advantages by giving from their assets such as stock, IRAs, real estate, or other property rather than giving cash. Click the tiles below to learn more, or contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
GIVE FROM A WILL OR TRUST
GIVE FROM A DONOR ADVISED FUND
GIFT OF STOCK
GIFT FROM AN IRA
GIFT OF REAL ESTATE
GIFT OF LIFE INSURANCE
GIFTS THAT PROVIDE INCOME
give from a will or trust
You can make a bequest to A New Leaf from your Will or Trust by designating a percentage of your estate, a specific amount, a portion or all of an asset, or the remainder once all other provisions are met.
sample bequest language (unrestricted)
I give to A NEW LEAF, a nonprofit corporation located at 868 E. University Drive, Mesa, Arizona 85203, Federal Tax ID #86-0256667, or its successor thereto, (insert specific amount, percent of estate, or description of property here) for its unrestricted use and purpose.
please tell us about your gift
If you are considering giving a bequest for a restricted purpose as one of your other ways to give, please contact us in advance. We will be happy to work with you and your attorney to draft language that will accomplish your wishes.
If you have named A New Leaf in your estate plan, let us know so we can honor you and make sure that your intentions for its use will be followed. Please also tell us how you would like to be recognized, or if you wish for your gift to be anonymous.
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
give from a donor advised fund
If you have a Donor Advised Fund, A New Leaf makes it easy to make an impact with a gift from your fund.
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
gift of stock
A stock gift to A New Leaf allows you to make a greater impact while receiving significant tax benefits. By donating appreciated stock, you can avoid capital gains tax and claim a deduction equal to the fair market value of the gift at the time of transfer.
It is easy to give publicly traded shares by having your broker transfer the shares electronically to A New Leaf’s brokerage account. The date of your gift is the date the stock was received in our account.
information for your broker
Account Name: A New Leaf, Inc.
Federal Tax ID: 86-0256667
Account Number: 7291-1688
DTC Number: 0164
Brokerage: Charles Schwab
Phone: 800-435-4000
When you transfer stock, your personal information does not accompany the transfer. In order for us to send you an acknowledgment for tax purposes, you must notify us in advance with the following information:
1. Your name and phone number
2. Number and type of shares transferred
3. Approximate date of transfer
4. Name of your brokerage
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
gift from your ira
Qualified Charitable Distribution (QCD)
Making a Qualified Charitable Distribution from your Individual Retirement Account is a tax-smart way to give. If you are age 70½ or older, you may transfer up to $100,000 annually directly from your IRA to charity. If you are 72 or older, this transfer can be used to satisfy your Required Minimum Distribution (RMD). By not realizing the taxable income, you avoid paying taxes on the distribution.
Beneficiary Designation
Designating A New Leaf as a primary or contingent beneficiary of a percentage of your IRA is an easy way to leave a significant gift and may help to reduce the tax burden on your heirs. Some IRA account administrators allow you to update your beneficiary designations online. You can change beneficiaries in the future if your circumstances change.
information for your ira administrator
Legal Name: A New Leaf, Inc.
Federal Tax ID: 86-0256667
Address: 868 E University Drive, Mesa AZ 85203
Description: For the benefit of A New Leaf.
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
gift of real estate
Do you own appreciated property such as a residence or vacation home, commercial property, farmland, ranch, or undeveloped land that you are thinking of selling? Giving real estate is a very smart way to make a major impact.
By giving all or a portion of the property to A New Leaf, you may avoid capital gains taxes and receive a deduction for the fair market value of the property as determined by an independent appraisal. You may even continue using or living on the property as a retained life estate for a term of years or for your lifetime.
Please contact us if you are considering a gift of real estate to A New Leaf, to ensure in advance that we can accept your gift.
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
gift of life insurance
Perhaps you purchased a life insurance policy to protect your family, but now your children are grown, financially independent, and no longer need this protection. A gift of life insurance is an easy way to make a charitable impact.
Beneficiary Designation
You can designate A New Leaf as a primary or contingent beneficiary, for all or a percentage of the policy benefit. Simply complete your insurance carrier’s beneficiary designation form and return it to the company. Some carriers will allow you to change your beneficiary designation online. You can change beneficiaries in the future if circumstances change. Be sure to let us know if you have named A New Leaf as a beneficiary of your policy.
Donate a Policy*
You may transfer ownership of an existing policy or purchase a new policy, naming A New Leaf irrevocably as owner and beneficiary. Whether you make a lump sum premium payment, pay the premiums annually, or give an annual donation to A New Leaf to cover the premium amount, these payments are deductible as charitable gifts if you itemize your taxes.
*Please contact us first if you are considering donating a policy.
information for your insurance provider
Legal Name: A New Leaf, Inc.
Federal Tax ID: 86-0256667
Address: 868 E University Drive, Mesa AZ 85203
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
gifts that provide income
A Charitable Gift Annuity (CGA) or a Charitable Remainder Trust (CRT) can be an excellent option for donors who want to make a significant impact, receive additional income for themselves and/or beneficiaries, and reduce capital gains or income taxes. The assets remaining at the end of the term would then come to A New Leaf.
A Charitable Lead Trust (CLT) is a trust that pays income to A New Leaf over a pre-determined period of time, either a fixed amount or percentage of the assets, before the principal is returned to the donors or their heirs. A CLT can help donors make a significant charitable impact while reducing taxes resulting from the sale of a business, property, or other asset, while preserving principal for themselves or their heirs.
Be sure to consult your legal or financial advisor to determine which gift and tax planning strategies best suit your needs. For more information contact Brad Harris, Senior Director of Estate and Gift Planning, bharris@turnanewleaf.org.
contact
Brad Harris
Senior Director of Estate and Gift Planning
bharris@turnanewleaf.org
The content found on this site is intended for informational purposes only. It should not be relied upon as legal, tax, accounting, or other professional advice. To determine how an estate or gift planning decision might affect your particular circumstances, it is expressly recommended that you consult an attorney, financial advisor or other qualified professional.