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Planned Giving

By making a gift to CCI through LPCCI in your estate plan, you can continue to help enhance the lives of people with disabilities well into the future.  In addition, there may be tax benefits to these gifts.  Your financial advisor can give you more information.

It's not hard to do - Planned giving is simply a financial strategy for making a major gift.  Some individuals find they can afford to make a major gift during their lifetime by using appreciated stock or real estate.  Almost all of us can make a major gift through our estate.  Here are some ways you can contribute.

Gifts of Appreciated Assets - Appreciated stock and real estate have become popular ways to make valuable gifts to LPCCI.  The donor's cost declines because the value of the gift at transfer, not its cost to the donor years ago, determines the deduction. 

        Donor benefits:         Deduction based on full value
                                Capital gains tax fully bypassed

Charitable Bequests - This is the most familiar and most commonly used planned giving method.  Have your attorney include a charitable bequest for LPCCI in your estate plan.

        Donor benefits:         Your assets remain in your control
                                Your gift passes to LPCCI free to estate tax

Gifts of Insurance - You ask your insurance company for a beneficiary designation form and change the policy to include LPCCI for all or part of the proceeds.

        Donor benefits:         You maintain control of your policy during life
                                Your estate receives an estate tax deduction
                                Your gift passes to LPCCI free to estate tax

Gift of Retirement Plan Principal - Retirement plan principal left in an estate can be vulnerable to estate tax and income tax.  In some cases, heirs have received less than 30% of plan principal after taxes.  Leaving IRA principal to charity, and other less tax-vulnerable assets to heirs, provides tax-efficient benefits to both.

        Donor benefits:         You maintain control of your assets during life
                                IRA principal given to charity escapes income tax
                                Your gift passes to LPCCI free of estate tax

Charitable Trusts - You give cash, stock or real estate to an irrevocable trust that pays you income during life and then transfer what remains to LPCCI.

        Donor benefits:         You receive lifetime income
                                You get an immediate income tax deduction
                                You bypass capital gains tax
                                Your gift passes to LPCCI free of estate tax.

IRA Rollover - During 2006 and 2007 only, individuals 70 1/2 years of age and older can make a gift to LPCCI from their IRA up to $100,000 each year without paying tax on the income. 

        Donor benefits          Your gift qualifies as your required minimum distribution              
                                Your gift is free from income tax

Click Below for Forms:

bullet How to Remember Canine Companions for Independence in Your Will Through the Lions Project for Canine Companions for Independence
bullet Welcome to the Lions Project for Canine Companions for Independence Legacy Society for Canine Companions for Independence
bullet Estate Inventory Form

For more information contact LPCCI:
Lucille Hynes, LPCCI Administrator
Lions Project for Canine Companions for Independence
P.O. Box 3896
Santa Rosa CA 95402-3896
707-577-1774 or 877-865-7224 (toll free)
lpcci@cci.org

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