Individual and Planned Giving

Matching Gifts
Many companies match donations made by employees, their spouses, and retirees. Please check with your personnel office to determine if your gift to Safe Harbor Support qualifies for a matching gift. By choosing to donate through your company, your company may increase or even double your gift to Safe Harbor Support.

Individual Planned Giving
Through effective planned giving, you can balance your personal financial goals and your charitable interests while realizing significant tax benefits. Various types of planned gifts are possible, ranging from a simple bequest in your will to charitable trusts. Through planned giving, you can increase your current income or provide additional retirement income, while earning a current tax deduction and providing for a future gift to Safe Harbor Support.

The recently enacted tax law changes may have made this type of giving particularly attractive and beneficial for you. For additional information about planned giving options, contact Karla Whelchel at 480-214-5728 or contact us online.

Individual Planned Giving - Gifts of Appreciated Stock
Many people have stocks, which have greatly increased in value since their purchase. By using these stocks for some of your charitable giving, you can conserve cash for other uses and maximize the value of your charitable gifts. You can deduct the fair market value of qualified non-cash property and you pay no capital gains tax on gifts of long-term appreciated property (held for at least a year and a day.) This can dramatically reduce the cost of making a charitable gift or increase the amount you can afford to give.

For additional information about planned giving options, contact Karla Whelchel at 480-214-5728 or request information online.