Gift planning encompasses a variety of ways that gifts can be made to The Arc of Story County from accumulated resources. Please read through this to see the ways that you can make a difference and the advantages a contribution to The Arc can provide you.
It usually involves financial or estate planning; however, it is not reserved for the wealthy. Gift planning is a means by which anyone concerned with the wise use of his or her personal resources makes a considered choice about their ultimate disposition.
In general planned gifts are made through:
- A Bequest in a Will
- A Life Income Gift: such as charitable remainder trust, or a charitable lead trust
- Gifts of Special Assets (real estate, closely held stock, life insurance)
Gift planning establishes a way for a donor to provide for family members while remembering The Arc of Story County as well. It often enables the donor to provide more for his or her heirs and to make a larger gift than thought possible. It often reduces taxes.
Planned gifts can be designated for The Arc’s general fund or for our endowment.
Planned gifts are either outright gifts (i.e., gifts of appreciated securities, real property, personal property, etc.) or deferred gifts (i.e., charitable gift annuities, charitable trusts).
It is advisable to consult your attorney, accountant or financial advisor when making your estate plans.
Please contact The Arc of Story County for additional information.
The Arc of Story County Endowment – Serving People with Disabilities
The Arc of Story County has a special endowment fund under the umbrella of the Story County Community Foundation. Investment income from this fund can be realized on an annual basis by The Arc, creating a stable income stream. An endowment is the charitable fuel that will drive The Arc in the long-term.
You can donate to our Endowment Online by Credit Card
To donate to The Arc of Story County Endowment online with a credit card you will simply click here. This will take you to a page that will allow you to make an on-line contribution using a credit card once you select our endowment – The Arc of Story County – Supporting Individuals with Disabilities.
These are handled through an affiliation with the Community Foundation of Greater Des Moines
Endow Iowa Tax Credit Program
Giving to The Arc of Story County Endowment is rewarding—in more ways than one. Your gift creates lasting change with The Arc, and the Endow Iowa Tax Credit Program offers you generous tax incentives to make it easier for you to give more for less. Those who give to The Arc of Story County Endowment are eligible to receive 25% tax credits for their gifts. Those who give also are able to take advantage of the federal tax deductions along with the Endow Iowa tax credits.
Tax credits are offered on a first come, first served basis, with approximately $4.5 million available annually statewide. The Endow Iowa tax credits can be claimed by individuals, businesses or financial institutions.
Please Call or Stop In
We would love to talk with you more about planned giving and how you can get involved to make lasting change at The Arc. Please call to set up and appointment or stop in and discuss options and how you can make a difference and “Achieve with us.”