The DREAM Institute provides the opportunity for the donor to gift securities and other forms of planned gifts.
Securities You might consider giving the DREAM Institute a gift of long-term appreciated securities which can be deducted at full fair market value while avoiding capital gains tax. The DREAM Institute also welcome those gifts of closely held stock.
Life Insurance allows the donor to name the DREAM Institute as the owner and beneficiary of a new existing life insurance policy. The donor receives a current income tax charitable deduction.
Gift of IRA allows the donor to designate the DREAM Institute as the beneficiary of an IRA which is an excellent way for a donor to make a gift of charity using an asset that otherwise migh be heavily taxed.
Charitable Remainder Trust allows the donor to transfer property to a trust that pays the donor or another beneficiary a fixed or variable income for a fixed amount of time. When the trust expires, the remainder is used to establish a permanent fund in the donor's name with distributions directed as he or she has chosen.
Charitable Gift Annuities allows the donor to give a split gift. Part of the gift is to be used by the DREAM Institute immediately for its charitable purposes, and other part of the gift is set aside in a reserve account to be invested and used to support the payments to the donor/annuitants. Such payments include the earnings on the reserve account and a part of the principal in the reserve account. The ratio of these parts, that is, the parts that are principal and earnings, depends upon the age of the annuitant.
Visit about the important details of your estate plans with your family, lawyer, and/or other advisors pertaining to your gift. When you are ready, our planned giving advisors are more than happy to help you and your advisors finalize your gift. All meetings and correspondence are confidential.
