MATCHING GIFTS THROUGH YOUR EMPLOYER

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

​

PLANNED GIVING THROUGH YOUR ESTATE

Planned Giving is an effective and mutually beneficial way of giving to Family Promise. By making a planned gift, you assist us in our mission to help low-income and homeless families reclaim and maintain their independence, while enjoying the benefits of capital gains tax savings, increased income, and income-tax savings. Most importantly, a planned gift maximizes your giving potential while providing for your future financial security and that of your loved ones.

Planned gifts include bequests, life income gifts, and other deferred giving arrangements. 

 

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.

To help you start your will and include a gift to Family Promise, we offer FreeWill, a free online tool to guide you through the process of creating a legally valid will or trust. In just 20 minutes you can write your will or document your wishes before finalizing your plans with an attorney.

Start your legacy with Family Promise and FreeWill today!

​

Already included Family Promise in your estate plans? Please fill out this form to let us know!

​

Gift Annuities

Under a gift annuity agreement, you make a gift to Family Promise in return for the organization’s promise to make an annual payment to you of a specified dollar amount for as long as you live. The amount of the annual payment depends upon your age and is based on a fixed percentage of the initial fair market value of your gift. A portion of your gift may be tax-advantaged.

​

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 is passed on to named individuals.

Please                                      for further information about planned giving to Family Promise.

​

GIVE STOCK

Donating appreciated stock can provide you with significant tax benefits. Your stock donation to Family Promise provides you with a charitable deduction for the full, fair-market value of stocks and securities held longer than one year. Also, by donating appreciated stock to Family Promise you will avoid paying capital gains taxes on any profit.

 

Transfer stock to Family Promise

Please provide your broker with the following information:

DTC # 0226 (Fidelity Investments)
Acct #: x59125040
Name on Account – Family Promise of Ontario County, Inc.

185 N. Main St., Canandaigua, NY  14424

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 #: 81-4353748
Sage Rutty: (800)544-4442

Should you have any questions, please contact us at (585) 905-3988.