|
Make a gift with lasting impact for children in crisis and their families through a planned or legacy gift to EMQ FamiliesFirst.
Planned Giving and Legacy donors become members of our Legacy Society.
To learn more about leaving a legacy that will benefit children and families, contact Jeanne Barry, Vice President of Fund Development, at (408) 364-4052 or jbarry@emqff.org. All discussions will be kept confidential.
Note: EMQ FamiliesFirst's legal name for tax purposes is "FamiliesFirst, Inc."
Our tax I.D. number is 94-2295953.
Include EMQ FamiliesFIrst in Your Will
The easiest and most common way to make a lasting impact is by including EMQ FamiliesFirst in your will. By having your attorney revise your will or add a simple amendment, you can make a charitable bequest of a dollar amount, specific property, a percentage of your estate, or what remains after providing for other heirs.
For example: "I give (dollar amount or percentage of estate) to FamiliesFirst, Inc., DBA EMQ FamiliesFirst [Tax ID #94-2295953], a California non-profit corporation, to be used for its exempt purposes."
Note: EMQ FamiliesFirst's legal name for tax purposes is "FamiliesFirst, Inc."
Our tax I.D. number is 94-2295953.
EMQ FamiliesFirst recommends consulting an attorney when you make or modify a will.
For more information, please contact Jeanne Barry at (408) 364-4052 or jbarry@emqff.org.
Other Kinds of Planned Gifts
Planned gifts can provide you with enduring support while offering significant tax savings, increased income, better estate planning and permanent recognition. Check with your personal attorney, CPA, or investment advisor, or contact Jeanne Barry at (408) 364-4052 or jbarry@emqff.org.
Ways to give include:
- Life Insurance
One of the simplest ways to make a significant gift in the future is to name EMQ FamiliesFirst as beneficiary to receive all or a portion of the proceeds of a policy which is no longer needed for family protection. For more information, contact Jeanne Barry at
(408) 364-4052 or jbarry@emqff.org.
- Retirement Plans
If you are planning to leave the funds remaining in your retirement plan after your lifetime to someone other than your spouse, much of the money may be lost to taxes. Naming a charity as the beneficiary of your retirement plan can help shield your retirement assets from heavy taxation.
To name EMQ FamiliesFirst as a beneficiary of your 401(k), 403(b), IRA or other retirement plan, please advise your plan administrator to designate your gift to:
FamiliesFirst, Inc., DBA EMQ FamiliesFirst
Tax ID # 94-2295953
251 Llewellyn Ave.
Campbell, CA 95008
If you are considering naming EMQ FamiliesFirst as a beneficiary of your retirement plan, please consult your tax advisor or attorney for full advice on the effect of your gift.
- Real Estate Remainders
You can make a gift of a house or certain other real estate, while retaining the use of the property for as long as you live. You make the gift now, but retain the security of knowing you can continue to live in your home for life. The satisfaction of giving, as well as a tax deduction, are enjoyed now rather than later. For more information, contact Jeanne Barry at
(408) 364-4052 or jbarry@emqff.org.
- Charitable Remainder Trusts
In the right circumstances, a charitable remainder trust can provide excellent tax benefits. This type of trust lets you set aside money or property for the benefit of EMQ FamiliesFirst. You receive a tax deduction for the year the trust is formed, but you continue to receive income from the trust for the rest of your life, after which the remainder of the assets in the trust pass to EMQ FamiliesFirst. More...
- Charitable Lead Trusts
If your goal is to provide an inheritance for your children, but you would also like to make a significant charitable gift through your estate, a charitable lead trust can help you satisfy both objectives. This type of trust lets you set aside money or property for the benefit of EMQ FamiliesFirst. EMQ FamiliesFirst receives regular, fixed payments from the trust for a specific number of years. After that, the remainder of the trust passes to your heirs. More... - Memorial Giving
All of the ideas discussed on this page can include a tribute to a friend or loved one. Honor a life by a gift with lasting impact.
Gifts that Provide You with Income
- Charitable Gift Annuity
A charitable gift annuity enables you to transfer cash or marketable securities to the charitable organization issuing the gift annuity in exchange for a current income tax deduction and the organization's promise to make fixed annual payments to you for life. Annuity payments can begin immediately or can be deferred to some future date.
- Charitable Remainder Annuity Trust
A charitable remainder annuity trust is a custom designed and individually managed trust that enables you to retain a fixed income for your lifetime or a fixed term of years, claim a current income tax deduction, and make a future gift to charity.
- Charitable Remainder Unitrust
A charitable remainder unitrust is a trust that pays you a percentage of the fair market value of the trust assets as revalued annually for a term of years or one or more lives. At the end of the trust term, the remaining principal goes to one or more charities you choose.
- Pooled Income Fund
A pooled income fund is a trust, operated by a charitable organization, that enables you to retain a life income, claim a current income tax deduction, and make a future gift to charity.
Gifts that Provide Income to Charity
- Charitable Lead Annuity Trust
A charitable lead annuity trust is a custom designed and individually managed trust that enables you to give a fixed annual amount to charity for either a fixed term of years or the life of one or more individuals.
Upon conclusion of the measuring term, the trust terminates and, according to the terms of trust instrument, distributes its remaining assets (called the remainder interest) back to you or to one or more individuals that you have specified.
- Charitable Lead Unitrust
A charitable lead unitrust is a custom designed and individually managed trust that enables you to give an annual income to charity for a fixed term of years or the life of one or more individuals. Upon conclusion of the measuring term, the remaining trust asset can revert to you or be transferred to one or more individuals that you select.
Depending on when the trust is established and who receives the remainder interest, you may qualify for a charitable income, gift or estate tax deduction.
Gifts with Retained Use
- Life Estate Agreement
A life estate agreement is an arrangement whereby you transfer title to a personal residence, farm, or yacht to charity while retaining the right to occupy and otherwise enjoy the full use of the property for your choice of a term of years or the lifetime of one or more individuals.
To learn more about leaving a legacy that will benefit children and families, contact Jeanne Barry, Vice President of Fund Development, at (408) 364-4052 or jbarry@emqff.org. All discussions will be kept confidential.
Note: EMQ FamiliesFirst's legal name for tax purposes is "FamiliesFirst, Inc."
Our tax I.D. number is 94-2295953. |
