Planned Giving

Planned Giving Opportunities

Planned gifts support the future of affordable housing. By making a planned gift or bequest, donors help ensure the long-term financial health of TNDC as well as gain financial and tax benefits for themeselves and their family.

 

Contact

Lori Linker, Director of Fund Development
(415) 358-3906
 llinker@tndc.org

Thank you for helping to protect the future of affordable housing.

Wills and Living Trusts

Giving by bequest costs nothing now, yet it can give you a great deal of satisfaction to know that your future gift will live on and help TNDC continue its good work. An outright gift from your estate is entirely free from federal estate taxes. This means that TNDC is able to use the full amount of the bequest.

There are also several types of life income gifts that first pay income to you and your family and then help TNDC. Charitable remainder trusts and charitable gift annuities are examples of type of gifts.  One of the benefits of a life income gift is that they can help you dispose of liquid assets in exchange for income and tax benefits.

Insurance

If you have extra life insurance coverage, you may consider transferring ownership to TNDC. You may also purchase a new policy, and later name TNDC as the owner and beneficiary. Either gift may generate a charitable income tax deduction.

Retirement Plan Assets

You may also be able to gain a tax benefit by naming TNDC as a beneficiary of all or a portion of a retirement plan, such as an Individual Retirement Account (IRA), 401(k), or 403(b).

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