Planned Giving

Making a Planned Gift to Blue Deer Center is one of the best ways to create a personal legacy. Planned gifts provide the Blue Deer Center with the resources and staff needed to make way for the future. This support helps us to continue supporting the ancestral traditions and elders whose wisdom will enable us to make our lives, the lives of others and the planet a better place.

The following information is meant as a general guide about ways of giving and potential financial benefits and is not meant to provide tax or legal advice. Before making a gift/bequest, you should consult with your attorney and financial advisor.

Gifts to the Blue Deer Center may be restricted to specific Blue Deer Center funds, or they may be unrestricted and used by Blue Deer Center for its general operating fund and priority needs. Examples of Blue Deer Center funds and their uses are listed below:

General Operating Fund
To meet yearly Blue Deer Center operating costs and goals.

Scholarship Fund
To help defray the costs to an audience of people who cannot afford to attend programs at the Blue Deer Center.

Elder Endowment Fund
To help the Blue Deer Center support the Elders who have made the Center their home. These funds will be used to maintain a home for them, provide their ritual structures, and to support their families as they grow older.

Endowment Fund
To support Blue Deer Center programs by providing annual income from the principal invested. (Principal is invested and interest is used to meet annual operating expenses and goals.)

Cash
Cash donations can be made to Blue Deer Center for annual membership, events, and special fund drives. Cash donations also can be made through your personal estate plan directive to any of the Blue Deer Center funds listed above. Monthly or other periodic giving plan options are also available (for more information see “Give” in the main menu).

Bequests, Estate Plans, Wills

Bequests
A bequest is an outright gift of cash, securities, bonds, real estate, or other assets specified in a will, either as a designated dollar amount or as a percentage of an estate. The Blue Deer Center could also be named as a remainder beneficiary to receive funds only after specific sums have been paid to individuals.

Bank, Brokerage and Other Accounts
You can pass an asset directly to Blue Deer Center after your lifetime by naming the Center as the beneficiary of an account (such as a bank or brokerage account or a certificate of deposit).

Securities
Gifts of long-term appreciated stock, mutual funds or bonds offer a quick, easy and tax-efficient way to make a significant contribution to Blue Deer Center.

Personal Property
Donating gifts of tangible property is another way to support Blue Deer Center while potentially reducing your taxable estate.

Real Estate
A gift of real estate offers financial rewards for you and Blue Deer Center. You may reserve certain use rights if you wish.

Retirement Plan
Naming Blue Deer Center as one of the beneficiaries or sole beneficiary of your retirement plan is another easy way to support the Center. Such income would be taxable to your heirs but tax free for Blue Deer Center.

Life Insurance
If appropriate, you can designate Blue Deer Center as beneficiary or sole owner of a life insurance policy. After your lifetime, the benefits from your policy pass to the Center free of federal estate tax.

Wills
One can provide for the Blue Deer Center through their wills. This type of gift helps ensure the future viability of the Center. Virtually any type of asset can be given, and bequests to charitable organizations like the BDC also pass free of Federal, and often State, estate taxes. Given that current federal estate tax rates are nearly 50%, this can mean significant savings.

Other Types of Deferred Gifts

Charitable Remainder Trust
A charitable remainder trust can be funded with cash or property. The donor then receives income from the assets for their lifetime while qualifying for a charitable deduction, and reducing potential capitol gains and estate taxes. Upon the donor’s death and / or that of a loved one, the trust assets are distributed outright to Blue Deer Center.

Charitable Lead Trust
Assets are transferred to a trust that makes payments to Blue Deer Center for a specified number of years, after which time the assets are transferred to the donor’s heirs, with little or no estate and gift taxes. This may make good sense for anyone in the top estate and gift-tax bracket.

Charitable Remainder Annuity Trust (or Charitable Gift Annuity)
This gift option can provide the donor or another beneficiary with dependable income for life and it may provide the donor significant tax savings. Donors interested in this gift option should discuss it thoroughly and work with a third-party organization that is qualified to develop such instruments.

If you would like to obtain more information about planned giving you can contact us at 845-586-3225 or donations [at] bluedeer [dot] org. If you have included Blue Deer Center in your estate plans, please let us know so we can thank you in your lifetime. Unless you specify otherwise, we will not publish your name or provide this information to anyone.