Make a Legacy Gift for ChI’s future

Planned giving is a unique charitable tool that allows you to support The Chaplaincy Institute’s programs and mission for many years to come, while also fulfilling your own financial goals and objectives.

You can help continue ChI’s education programs and work in the world into the future. Your legacy, or gift to the future, can take many forms:

Name The Chaplaincy Institute as a beneficiary of your will, trust, or other estate plan

For example,

  • Leave a specific dollar amount or asset to The Chaplaincy Institute.

  • Designate a percentage of your estate to be given through your will or living trust.

  • Give the remainder, or residue, of your estate—that which remains after bequests to loved ones have been made.

  • Make a contingent bequest naming The Chaplaincy Institute as the recipient in case another beneficiary does not survive you.

Sample wording

“I give and bequeath to The Chaplaincy Institute, a not-for-profit corporation, with principal offices presently located at 1400 Shattuck Avenue, Suite 14, Berkeley, CA  94709, the sum of $______, or _______% of my estate, to be used for the accomplishment of its general purpose (or for a specific purpose as indicated)”.

Your retirement plan or life insurance

  • Name The Chaplaincy Institute as a beneficiary of your IRA, 401(k), 403(b), or other retirement plan.

  • Name The Chaplaincy Institute as a beneficiary of your life insurance policy.

A specific gift for an immediate tax deduction

  • An outright gift of cash

  • Stock and Securities

  • Personal property

  • Real Estate (real estate is accepted on a case-by-case basis with minimum valuation considerations and a written appraisal)

Benefits of donations of appreciated securities

  • You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them).
  • You pay no capital gains tax on the transfer when the stock is sold. 
  • Giving appreciated stock can be more beneficial than giving cash. The “cost” of your gift is often less than the deduction you gain by making it.

Important tip: Don’t sell the stock first. Even though you may give us the proceeds as a gift, selling the stock first will incur capital gains tax and reduce the benefit you receive in making the gift. Please contact Vicki Weiland at 925-588-6189 for more information on how to transfer stock to ChI.

 

The material presented in this web site is intended as general educational information on the topics discussed herein and should not be interpreted as legal, financial or tax advice. Please seek the specific advice of your tax advisor, attorney, and/or financial planner to discuss the application of these topics to your individual situation.

 

Those who remember The Chaplaincy Institute in their will or estate plan receive recognition in ChI’s Legacy Circle, a special group of members who are dedicated to preserving and continuing ChI’s mission: To educate and empower people for new models of Interfaith service and spiritual care to heal and transform the world.


More Information:

Executive Director, Vicki Weiland / 925-588-6189 or Vicki@ChaplaincyInstitute.org



ChI Tax ID#94-3334108

 



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