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Join Us in Making a

Lasting Difference

to Improve the Lives of Adults With

Intellectual and Developmental Differences

Learn About Ways to Give

Giving Home > How to Give

How to Give

Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals.

Gifts made from your estate by will, trust or beneficiary designation

Bequest

You designate Pine Castle as the beneficiary of your asset by will, trust or beneficiary designation form.

Beneficiary Designation Gift

You designate Pine Castle as a beneficiary of your retirement, investment or bank account or life insurance policy.

Gifts that provide you and your loved ones with income and tax benefits

Charitable Remainder Unitrust

You fund a charitable remainder unitrust with cash or appreciated property. The trust sells your property tax-free and provides you with income for life or a term of years.

Charitable Remainder Annuity Trust

You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years.

Sale and Unitrust

You give a portion of your property to Pine Castle to fund a charitable remainder trust. When the property sells you receive cash and income for life.

Give It Twice Trust

You provide your children with a stream of income while making a gift to Pine Castle.

Pooled Income Fund

A pooled income fund is a special charitable fund. You make a gift to our pooled income fund and receive tax and income benefits in return.

Unitrust and Special Needs Trust

You provide for a loved one who has special needs and also make a gift to support our cause.

Gifts that support our cause and save you taxes

Qualified Charitable Distribution

A QCD allows individuals age 70½ or older to reduce their taxable income by making a gift to a qualified charity such as Pine Castle directly from their IRA.

Charitable Lead Trust

You fund a trust that makes gifts to Pine Castle for a number of years. Your family receives the trust remainder at substantial tax savings.

Bargain Sale

We purchase your property for less than fair market value. You receive cash and a substantial charitable deduction for the difference between the market value and purchase price.

Donor Advised Fund (DAF)

You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving.

Life Estate Reserved

You give your property to Pine Castle but retain the right to use the property during your lifetime. We receive the property when you pass away.

Blended Gift

There are many lifetime and estate gift options that can make your giving go farther than a simple gift of cash or property.

Gift and Bequest

A gift and bequest is a combination of a current gift and a charitable gift made in your will or trust. It is an easy way to support our cause today and make a lasting future impact.

Endowment Gift

An endowment is a fund you can create now or in the future to achieve the impact you desire.

What is Gift Planning?

Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.