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Planned giving is the process of carefully selecting the best method and asset for making a charitable gift. Such a gift can enable you to take full advantage of the tax laws to accomplish your financial and charitable goals.
Planned gifts to the Regina Foundation (to benefit Regina) can be given on an unrestricted basis or specified to perpetuate Regina‛s programs, activities, scholarships, missions, or other special needs. View sample language for leaving a planned gift to the Regina Foundation to benefit Regina.
Planned gift vehicles include:
Will or Living Trust Provisions
One of the advantages of giving through a will (bequest) is the flexibility it offers. You do not have to entirely rewrite your existing will to be able to remember Regina. A simple amendment to your will (codicil) will allow you to name the Regina Foundation (to benefit Regina) as a beneficiary. Your legal consultant can help you make the change, leaving a legacy of faith! read more...
Life Insurance (Beneficiary and/or Ownership Designation)
Life insurance policies make excellent gifts to Regina. read more...
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Margaret Collins was a woman of diverse interests – following the Hawkeyes, playing bingo, making crafts for family and friends. At the center of her life, though, was her faith and a strong belief in Catholic education. Margaret died in 1987, but thanks to a tuition assistance trust she established as part of her estate plan, fourteen Regina students were able to attend Regina last school year. And, Margaret‛s trust will do the same next year, and the year after...into perpetuity.
Including a charitable gift to the Regina Foundation in your will or estate plan, you can help to support Regina‛s mission well into the future. Doing so allows you to perpetuate your passions and will make a profound difference in the young lives that follow.
For more information, contact April Rouner, executive director of the Regina Foundation, at (319)354-5866 or info@icreginafoundation.com. |
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Charitable Trust
Charitable trusts and similar gifts provide the donor and/or a beneficiary a lifetime income or income for a designated time with the Foundation (Regina) retaining the remainder.
Real & Personal Property
If you own a personal residence or family farm, and you are unsure what will become of it after your death, you may want to use it in an exceptional way for Catholic education. read more...
Retirement Plan Beneficiary Designation
Your savings for retirement represents a lifetime of working and planning. If you or your loved ones don’t use the funds, why not arrange for Regina to put them to work for the glory of God? read more...
A retirement gift can mean a large gift for Regina, one that can be made without affecting your family’s future security.
7 Secrets to Enhancing & Protecting Your Wealth:
Estate Planning 2012
Presenter: Johni Hays, JD; Thompson & Associates
2012 Seminar Materials: click here
Seminar rebroadcast on cable TV: playback of City of Iowa City Cable TV Channel 4 throughout November 2012 (check listings)
Seminar rebroadcast on web: click here
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