Ways to Make a Planned Gift

Helping your family and loved ones while fulfilling your philanthropic goals

There are many ways of combining giving to the North Star Fund while also addressing important family and financial needs. Here are a set of questions that may be important to you. As you answer these questions, you may find the combination that fits your specific situation. We invite you to talk with us to investigate further.

 

Which is best for you?

Do you want to make a gift with minimal effort?

Consider making a direct gift of appreciated stock to North Star Fund. Click here for a list of benefits.

Do you have a vacation home you no longer use, a piece of raw land or investment property?

Consider making a gift of real estate. Click here for a list of benefits.

Are you dependent on current cash flow from investments and are concerned about that income?

Consider putting North Star Fund into your estate plans through your will. Click here for a list of benefits.

OR

Consider making North Star Fund a beneficiary of your IRA or 401(k) or 403(b) plan. Click here for a list of benefits.

Would you like to increase your cash flow and secure an increased income for as long as you or a loved one live?

Consider establishing a charitable trust with North Star Fund as the ultimate beneficiary. Click here for a list of benefits.

Would you like to secure a tax deduction now and additional income for retirement in future years?

Consider establishing a charitable trust with North Star Fund as the ultimate beneficiary Click here for a list of benefits.

Would you like to pass a valuable and appreciating asset to your children?

Consider establishing a charitable lead trust with North Star Fund as the ultimate beneficiary. Click here for a list of benefits.

Would you like to get a tax deduction now without writing a check?

Consider making North Star Fund the owner and beneficiary of a whole life paid-up life insurance policy whose coverage is no longer necessary. Click here for a list of benefits.

Are you interested in leaving a legacy gift at your death?

Consider becoming part of Sharing a Just Future: North Star Fund's Legacy Circle. Click here to learn more.

Are you over 70 and need to withdraw a minimum distribution from an IRA but do not need the distribution?

Consider sending your Required Minimum Distribution to North Star Fund. Click here for a list of benefits.

 

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