Planned Giving Through Your Estate

Planned giving is an effective and mutually beneficial way to make a gift to Family Promise. Your planned gift supports us in our mission to help families facing homelessness while allowing you to enjoy the potential benefits of capital gains tax savings, increased income, and income-tax savings. Most importantly, a planned gift maximizes your giving power while providing for your future financial security and that of your loved ones.

Bequests and Other Planned Giving Contributions
Today’s dreamers build the foundation for tomorrow’s dreams. It’s easy to provide for your own family today while helping families in need build a brighter tomorrow by including Family Promise in your estate plan.

Charitable Remainder Trusts
A charitable remainder trust may be designed to provide you with income throughout your lifetime as well as support to Family Promise upon your death. The trust may be established with a gift of cash or appreciated stock. A trust can be structured in one of two ways – either as an annuity trust or unitrust. The important difference between the two options involves the way distributions are handled.

Charitable Lead Trusts
Charitable lead trusts provide income to your designated charity for a set period of time. At the end of the gift period, the property you placed in the trust either returns to you or passed on to named individuals.

Give Stock

Donating stocks allows you to avoid capital gains tax and often take a charitable deduction for the full value of the asset. Use FreeWill’s online tool here  to donate stock so we can track your gift, send you the correct receipt, and ensure you can get the tax savings you deserve.

If you would prefer to make your donation through your broker, access our transfer information below to notify Family Promise of your gift.

Transfer stock to Family Promise: Please provide your broker with the following information:

DTC #: ______________________________________________

Acct #: ______________________________________________

Name on Account – FAMILY PROMISE OF BERGEN COUNTY

Please be sure your name and address is provided so we may acknowledge your gift and provide you with a tax receipt.

Other information:
Family Promise’s Federal Tax ID #: 22-2853599

Broker Phone Number: ____________________________

Donor-Advised Funds or Bank Transfers

Donor-Advised Funds (DAFs) are investment accounts for the sole purpose of supporting charitable organizations today. This online tool from FreeWill automatically links with your DAF, allows you to recommend how you’d like your gift to be used and notifies Family Promise of your intentions.  Using the link below to grant from your DAF also saves us a lot of time, so thank you! It’s a great way to ensure consistent financial support while saving cash for immediate needs.

Donate Cryptocurrency

We now accept donations of Ethereum, Bitcoin, and other cryptocurrencies! This gives us one more way to fund our work and can provide you with extra tax benefits. Learn more

Matching Gifts Through Your Employer

Many companies have programs that will match donations to Family Promise made by employees. Check if your company will match your donation and double your impact!

Family Promise of Bergen County accepts a variety of other legacy gifts. If you would like to make a donation from a donor advised fund, include Family Promise as a beneficiary in a charitable trust, or have unique assets you would like to discuss potentially donating, we would be happy to discuss with you and your estate planning professionals.

Are you ready to start planning for a future gift? Contact your financial professional today!

For questions or more information, call Family Promise of Bergen County at 201-833-8009 or email Amy Ebeling at aebeling@bergenfamilypromise.org.

* This site is informational and educational in nature. It is not offering professional tax, legal, or accounting advice. For specific advice about the effect of any planning concept on your tax or financial situation or with your estate, please consult a qualified professional advisor.