Three Types of Gifts:
Gift of a Retirement Plan
Make a gift of almost any personal retirement savings account (including IRA and qualified pension and profit sharing plans) by simply sending a new beneficiary designation to the plan administrator naming ‘Stanton Bird Club” as beneficiary. SBC encourages you to name SBC as beneficiary of residual amounts that remain in a retirement plan following death. This is a very simple way to make a deferred gift and may result in a substantial tax savings to your estate and to your heirs.
Gift of Insurance
Designate SBC as beneficiary of the policy, accomplished, by simply sending a new beneficiary designation to the insurance company naming “Stanton Bird Club” as the beneficiary or make SBC the owner of a new policy on your life. If you choose to make SBC owner of a policy on your life, certain tax deductions may be available to you.
Gift of Stock
Contact your broker to arrange the transfer to Stanton Bird Club, Although you may have purchased this stock for little value, you may be able to deduct its present worth.
Your gift is a simple and meaningful way
to benefit the Stanton Bird Cub
These examples are merely some suggestions; there are additional ways to provide needed support. We would be pleased to explore with you the various methods through which you can include the Stanton Bird Club in your gift planning and to provide you and/or your legal or financial adviser information about the benefits that may be available to you.