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Planned Giving
Creating a Legacy with Planned Giving
Planned gifts provide a way to ensure that your support of SPIRITUS Ministries continues and future generations benefit from your generosity. Planned gifts are a tax-wise way of giving and offer benefits to you as well as to our organization. Planned gifts may include:
Since the information on this site is not intended as legal, tax, or investment advice, it is highly recommended that prospective donors consult with their own tax or legal advisors prior to making a planned gift.
Gift by Will or Living Trust may include:
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A cash bequest of a specified dollar amount
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A residuary bequest, in which SPIRITUS Ministries receives all or a percentage of the remainder of your estate after other beneficiaries have been remembered
There are no limitations on bequest gifts. All charitable bequests are deductible for federal estate tax purposes with no limit on the amount of the deduction. In addition, bequests are generally not subject to state inheritance or estate taxes.
We recommend you consult with your attorney or tax adviser regarding various tax benefits and restrictions that may apply to your specific situation.
For more information contact Director of Development and Donor Relations, Katherine Foord.
(920) 722-8918 x 4 katherinefoord@spiritusministries.org
Stocks and Bonds
One of the most tax-efficient ways to make a charitable gift is through a gift of appreciated stock. A transfer can be as simple as a phone call and written confirmation, and may be completed online, by mail, or in person.
Your broker can contact Katherine Foord for specific account transfer information.
Life Insurance or Retirement Account
You can easily name SPIRITUS Ministries as a beneficiary of a life insurance policy or retirement plan, such as an IRA, 401(k), or 403(b). Simply complete a beneficiary designation form with your insurance policy provider or with the administrator of your retirement plan. Both can be done at no cost to you.
IRA Charitable Rollover: The Consolidated Appropriations Act of 2016 made permanent qualified charitable distributions from retirement accounts. This act allows individuals over the age of 70 ½ to make a donation of up to $100,000 from their IRA directly to a charity. By making an IRA charitable rollover to ASN, you can: satisfy your required minimum distribution, avoid taxes, and ensure the future of our honor society.
SPIRITUS Ministries is a ministry of
Mount Tabor Center, Inc.,
a tax exempt 501(c)(3) non-profit organization
Our Tax ID number is 39-1536251
522 Second Street
Menasha, WI 54952