Legacy Society: Planned Giving
A planned gift to CFA will ensure local children, families, and adults have access to essential mental health, medical, and supportive resources for future generations. Tailor a plan to your interests, philanthropic goals, and financial preferences. Many options offer great tax benefits. Contact [email protected] to learn more.
Information for Your Advisor
Legal name: Child and Family Agency of Southeastern CT, Inc.
Tax ID #: 23-7212022
Mailing address: PO Box 120, New London, CT 06320
How To Make a Planned Gift
There are many different ways to make a planned gift. If you want to leave a gift to CFA, consult your financial advisor. Below are some ideas for charitable gifts:
This is one of the simplest ways to make a planned gift. You pay nothing now but leave a beautiful legacy when you designate CFA in your will or revocable living trust. All assets, including cash, securities, real estate, and tangible personal property, may be transferred to CFA at the end of your life.
You can designate CFA as a beneficiary of your life insurance policy.
A charitable remainder trust allows you to receive income from assets through the CRT during your lifetime, and the remaining assets after your lifetime can be distributed to CFA.
A charitable lead trust allows you to distribute income to your charitable fund for a period of years or during your lifetime, and then the assets return to you or a surviving family member(s). This charitable instrument allows you to make a gift to CFA and transfer assets to family members while saving taxes.
A tax-smart way to make an impact is by using your traditional or Roth IRA. Qualifying charitable distribution allows you to donate up to $100,000 annually directly to CFA from your IRA and exclude it from your income. You can use this qualified charitable distribution to satisfy your annual Required Minimum Distribution from your retirement account.