Gifts that Help Now

Current Use

How to make the gift Benefits to donor
OUTRIGHT GIFTS
MAKE A QUICK + SIMPLE GIFT
Donate cash or assets such as personal property or securities Income tax deduction; avoidance of any capital gains tax
CHARITABLE LEADS TRUST
REDUCE GIFT + ESTATE TAXES ON ASSETS PASSING TO HEIRS
Create a trust that pays a fixed or variable income to BRCF for a set term, and ten passes to heirs Reduce size of taxable estate; keeps property in family often with reduced gift taxes
REAL ESTATE GIFT
AVOID CAPITAL GAINS TAX ON THE SALE OF A HOME OR OTHER REAL ESTATE
Donate the property to BRCF, or sell it to the Foundation at a reduced price Immediate income tax deduction; avoidance of capital gains tax

Gifts that Help Later

Deferred Gifts

How to make the gift Benefits to donor
LIVING TRUST
MAKE A REVOCABLE GIFT IN YOUR LIFETIME
Name BRCF the beneficiary of assets in a living will Control of trust for lifetime; possible estate tax savings
BEQUEST IN WILL
DEFER A GIFT UNTIL AFTER YOUR LIFETIME
Name BRCF in your will A donation exempt from federal estate taxes
LIFE INSURANCE GIFT
MAKE A LARGE GIFT WITH LITTLE COST TO YOURSELF
Gift an old or new policy to BRCF as owner and/or beneficiary Current income tax deduction; possible future deductions
RETIREMENT GIFT PLAN
AVOID THE TWOFOLD TAXATION ON RETIREMENT PLAN ASSETS
Name BRCF as beneficiary of the remainder of the assets after your lifetime Avoidance of heavily-taxed gift to heirs, allowing less-costly gifts
RETAINED LIFE ESTATE
GIVE YOUR PERSONAL RESIDENCE OR FARM, BUT CONTINUE TO LIVE THERE
Designate the ownership of your home to BRCF, but retain occupancy Charitable income tax deduction; lifetime use of home

Gifts that Give Back

Life Income

How to make the gift Benefits to donor
CHARITABLE GIFT ANNUITY
SUPPLEMENT INCOME WITH FIXED ANNUAL PAYMENTS
Enter into a contract with BRCF in which the donor is paid a fixed amount annually Current and future savings on income taxes; fixed payments for life
CHARITABLE REMAINDER ANNUITY TRUST
SECURE A FIXED + OFTEN INCREASING INCOME
Create a charitable trust that pays an annual set income Immediate income tax deduction; fixed income for life
CHARITABLE REMAINDER UNITRUST
CREATE A HEDGE AGAINST INFLATION OVER THE LONG TERM
Set up a trust that pays a percentage of the trust's assets, valued annually Immediate income tax deduction; annual income for life that has growth potential
 
 
Blue River Community Foundation
54 W Broadway Street
Shelbyville, IN 46176

 
 
View our 2016 Annual Report
See the impact BRCF made in the past year.

 
 
Questions about building your legacy?
Contact Amy Haacker,
executive director.
ahaacker@blueriverfoundation.com
317.392.7955

 
 
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