Planned Giving Options
QCD (Qualified Charitable Distribution)
QCD (Qualified Charitable Distribution)
QCD (Qualified Charitable Distribution)
A tax-effective way to make a year-end gift to the Swiss Center is a qualified charitable gift distribution from your Individual Retirement Account (IRA).
The IRA Charitable Rollover Act permits people age 70½ or older to make tax-free gifts of up to $100,000 directly from their IRAs to nonprofit organizations like the Swiss Center. Pleas
A tax-effective way to make a year-end gift to the Swiss Center is a qualified charitable gift distribution from your Individual Retirement Account (IRA).
The IRA Charitable Rollover Act permits people age 70½ or older to make tax-free gifts of up to $100,000 directly from their IRAs to nonprofit organizations like the Swiss Center. Please talk with your tax advisor to take full advantage of this opportunity.
Find a sample letter (PDF) to take to your IRA administrator here.
donor advised funds
QCD (Qualified Charitable Distribution)
QCD (Qualified Charitable Distribution)
A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations important to you.
When you contribute cash, securities, or other assets to a DAF, you are generally eligible to take an immediate tax deduction. Those funds can be invested for tax-free growth, and you can reco
A donor-advised fund, or DAF, is like a charitable investment account for the sole purpose of supporting charitable organizations important to you.
When you contribute cash, securities, or other assets to a DAF, you are generally eligible to take an immediate tax deduction. Those funds can be invested for tax-free growth, and you can recommend grants to any eligible IRS-qualified non-profit, including the Swiss Center.
bequests
QCD (Qualified Charitable Distribution)
Estate planning
Bequests are an easy way to make a gift to the Swiss Center through a donor’s estate. Bequests allow donors to make commitments without using assets that they may want to use in other ways.
Find more information about making a bequest to the Swiss Center here (PDF).
Estate planning
QCD (Qualified Charitable Distribution)
Estate planning
Include the Swiss Center in your will by using a codicil; a codicil that benefits the Swiss Center might be expressed as a dollar amount, a percentage of the estate or remainder, or a specific object.
Sample Language:
“I (NAME), A RESIDENT OF THE County of (county), State of (state), declare that this is a codicil to my last will and testam
Include the Swiss Center in your will by using a codicil; a codicil that benefits the Swiss Center might be expressed as a dollar amount, a percentage of the estate or remainder, or a specific object.
Sample Language:
“I (NAME), A RESIDENT OF THE County of (county), State of (state), declare that this is a codicil to my last will and testament, which is dated (date the original was signed).
“I bequeath to the Swiss Center of North America, 507 Durst Road, New Glarus WI 53574, the sum of $__________, to be used for such purposes as the Board of Directors may designate.”
life insurance
IRA beneficiary designatignation
stocks and securities
To make a gift of life insurance, donors can transfer their policy so that the Swiss Center becomes the owner and beneficiary. Donors may then take an immediate income-tax deduction. By continuing to pay the premiums, donors may deduct each payment in subsequent tax years.
stocks and securities
IRA beneficiary designatignation
stocks and securities
To request information on transferring gifts of stocks and securities, please contact Bekah Stauffacher (info@theswisscenter.org or 608-527-6565). You can also find a complete Donor Letter of Security Transfer (PDF) to send to your broker here.
IRA beneficiary designatignation
IRA beneficiary designatignation
IRA beneficiary designatignation
An IRA beneficiary designation is a legal instruction from an IRA owner to name individuals or entities, like the Swiss Center, to receive the account's assets after their passing.
To implement this, fill out a change-of-beneficiary form from your IRA provider and name the specific qualified charity or charities you wish to benefit.