Planned giving is a powerful way to ensure that future generations of children and adults with disabilities can Dream it. Live it. By tapping into any number of financial vehicles, you can ensure that your support will continue to align with your values and hopes for the future.
Fortunately, you can get started today with the timely information you’ll find on our website. Here you’ll find more on financial vehicles like:
- Bequests to Noble may reduce estate taxes and allow you to structure the gift to the advantage of your loved ones.
- Certificates of Deposit may be made payable to Noble upon death. This kind of gift requires no change in your will and removes the contribution from probate proceedings.
- Charitable Gift Annuities are popular with donors who desire a tax-favored income stream now or in the future.
- Stocks and Securities Gifts of appreciated securities help Noble continue to offer innovative services to Indiana families and may provide tax benefits to you. Your gift may be made electronically: Noble’s DTC #0793, Account #8006-4297, Account Name: Noble Inc, Brokerage: Stifel.
- Name Noble as a Beneficiary in private retirement plans such as IRAs, 401(k)s, Keoghs and tax deferred annuities.
- Gifts of Insurance name Noble the owner and beneficiary of a life insurance policy, giving you the potential to make a substantial future gift for the cost of the premiums on the policy.
- Charitable Lead Trusts offer a way to donate the income from your gift while retaining ownership of the principal.
- Charitable Remainder Trusts enable you to donate property and still retain an interest income in your donation.
You should always consult your financial advisor about the benefits and potential implications of any financial decisions like these.
If you decide to make a planned gift to Noble, please be sure to let us know so we can include you in our Swisher Society. Created in 1993, this honorary society recognizes those who name Noble as a beneficiary in their estate plans. You are eligible for The Swisher Society through any of these and other planned gift options.
To learn more, please contact Director of Advancement Aaron Carmichael.
