The Sunrise Foundation Board and planned giving program will help secure the future of Sunrise.
What Legacy Will You Leave?
Thank you for your interest in providing for the future of Sunrise Retirement Community. The information you learn about charitable gift planning will demonstrate the benefits for the people you love and your ability to support Sunrise. When you establish a planned gift for Sunrise, you are creating a legacy that will support our important work for years to come.
What to Give
Gifts of Stocks and Bonds
A gift of your securities, including your stocks or bonds, is an easy way for you to make a gift. By making a gift of your appreciated securities, you can avoid paying capital gains tax that would otherwise be due if you sold these assets.
Gifts of Real Estate
A gift of your real property (such as your home, vacation property, vacant land, farmland or ranch or commercial property) can make a great gift. If you own appreciated real property, you can avoid paying capital gains tax by making a gift to us.
Gifts of Retirement Assets
A gift of your retirement assets, such as a gift from your IRA, 401k, 403b, pension or other tax deferred plan, is an excellent way to make a gift. By making a gift of your retirement assets, you will help further our work.
Gifts of Cash
A gift of cash is a simple and easy way for you to make a gift. You will receive a charitable tax deduction that will provide you with savings on this year’s tax return.
Gift of Insurance
A gift of your life insurance policy is an excellent way to make a gift to us. If your life insurance policy is no longer needed or will no longer benefit your survivors consider making a gift and help further our mission.
“It is said that in the act of giving, we receive. Most of us experience the reality of this truism through the eyes of a child, the gratitude of a life changed, or through the vision that is inherent in the spirit of philanthropy.”
-Pokey Jensen, Sunrise Foundation Board
How to Give
A bequest is one of the easiest gifts to make. You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.
Charitable Gift Annuity
You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.
Charitable Remainder Unitrust
You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.
Charitable Remainder Annuity Trust
You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.
For more information on planned giving, contact:
Lorrie Stedman, Director of Fund Development, 712-276-3821 ext. 3144 or email: firstname.lastname@example.org
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