Planned Giving planting seeds for the future

We are seeds of the future, for those who succeed us. We dream and envision and set things in motion. The fruition of our decisions will be known only to others whom we will not meet. We are called to partner in faith with those who have gone before us and to offer the best that we have to give to those who will follow.

Please consider a planned gift as a promise of Bridge Disability Ministries to future generations.

Gifts Now

Appreciated Securities (or other assets): The gift of appreciated securities is most often in the form of common stock or mutual funds. Such a gift is a valuable way to benefit Bridge Disability Ministries and for you to receive tax benefits based on the fair market value of the assets. Other appreciated assets, like real estate, may be gifted, but it is important to discuss these in advance with the Bridge Disability Ministries.*

Charitable IRA Rollover: A giving opportunity for those over 70 and a half: Federal legislation allows you to make "Qualified Charitable Contributions" from your IRA directly to a public charity, including the Bridge Disability Ministries. This qualified charitable distribution is not included in your taxable income, and the transferred amount can count toward your required minimum distribution.*

Real Estate: Real estate may be deeded outright to the Bridge Disability Ministries or left by bequest. The irrevocable gift of property may provide an immediate tax deduction and avoid capital gains. Due to complexities, be prepared to work with Bridge and qualified advisors to ensure that this is a suitable gift for both you and the Bridge.*

Life Insurance: Make a gift of a policy or buy a policy making Bridge Disability Ministries the owner and beneficiary.*

Gifts Later

Bequest: The bequest is a gift through your will or revocable trust that enables you to retain the asset during your life and provide significant support when you no longer require the asset. You may choose a specific item, a percentage, or a residual bequest. You may also choose to make Bridge Disability Ministries a contingent beneficiary in case the heirs are unable to receive the estate.*

Charitable Remainder Trust: The remainder trust is an irrevocable gift of assets into a charitable trust that provides you a fixed (Annuity Trust) or variable (Unitrust) income for life or for a set term. At the trust’s termination, the trust assets become a generous gift to Bridge Disability Ministries. There are also potential tax benefits dependent upon your situation.*

Retirement Plan Assets: In some cases, retirement assets can be the heaviest taxed assets in an estate. Naming Bridge Disability Ministries as beneficiary can avoid that taxation, enabling the asset to pass tax free to Bridge You may also make Bridge a percentage or a contingent beneficiary of a plan.*

Bank or Investment Account: Financial accounts can be a simple and inexpensive way to leave a legacy gift for Bridge. Contact your financial advisor to see how easy the process is to make Bridge Disability Ministries the beneficiary of a particular investment or bank account.*

* We suggest that you consult with your own professional advisers to ensure that this planned gift is the best fit for your particular situation and that you structure it appropriately to realize the benefits you are hoping to achieve.

If you are interested in learning more about how to make a planned gift or to have a confidential discussion about opportunities to give make your planned gift, please contact:

Brenne Schario

EMAIL: brennes@bridgemin.org

TELEPHONE: 425.885.1006 x111

Join us in keeping the Promise to future generations.

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