Planned Giving at IDAA

A planned gift to IDAA can make a lasting impact on our organization’s future. Whether it’s a bequest, retirement assets, or other charitable gift arrangement, a planned gift provides critical funding to IDAA in the years to come. Below is more information on the various planned giving vehicles you can utilize, as well as the tax advantages associated with each vehicle.

A donor can designate IDAA as a beneficiary of their individual retirement account (IRA). If a donor uses their IRA to support IDAA, it’s not subject to estate tax. However, their IRA is subject to taxation if bequeathed to heirs or family. Donors can also support IDAA through an IRA charitable rollover, which allows individuals 72 and older to make a tax-free gift up to $100,000 directly from their IRA to IDAA.

We recommend that you consult with your legal and financial advisors before proceeding with any planned gift. If you are interested in making a planned gift to IDAA, you can fill out this form and send it to Michelle Van Alst at mvanalst@idaa.org. If you have any questions about planned giving, you can contact Michelle at the e-mail listed above or at 518-339-5078.
A donor can set up a charitable gift annuity with IDAA, which allows the donor to transfer assets to IDAA in exchange for fixed payments to the donor for life. Upon the death of the donor, the remaining principal will go to IDAA. A charitable gift annuity provides the donor with reduced capital gains tax, as well as a tax deduction based on the estimated amount that will eventually go to IDAA.
A bequest is a gift made when a donor includes IDAA in their will or estate plans. A bequest may be designated as a specific amount or a percentage of your estate. A bequest to IDAA is deductible from your estate for federal estate tax purposes.
Appreciated property includes stocks and securities, real estate, and personal property, such as art or antiques. A gift of appreciated property to IDAA gives you an income tax deduction and eliminates capital gains tax.
A donor can contribute assets to a charitable lead trust, which generates income for IDAA for a period of years before paying the remaining principal of the trust to the donor’s beneficiaries. Charitable lead trusts can be an effective vehicle to reduce the taxes on assets passed down to heirs.
A donor can contribute assets to a charitable remainder trust, which generates income for the donor and their beneficiaries before paying the remaining principal of the trust to IDAA. There are generally two types of charitable remainder trusts: charitable remainder annuity trusts (CRAT) and charitable remainder unitrusts (CRUT). Annuity trusts pay the donor and their beneficiaries a fixed dollar annual income payment, while unitrusts pay the donor and their beneficiaries a percentage of the trust’s value. There are many advantages to a charitable remainder trust: donors avoid capital gains taxes on assets and receive an income tax deduction for the estimated value of the remaining principal that will ultimately go to IDAA ion content.

A donor-advised fund (DAF) is a personal investment account for charitable or philanthropic giving. It allows individuals/families to make charitable contributions to the donor-advised fund and then distribute directly from the fund to qualified nonprofit organizations of their choice, such as IDAA. Benefits include immediate tax deductions for contributions and the ability to grow donations tax-free through investment before disbursement. If you are interested in learning more about donor-advised funds, please contact your financial advisor or broker. 

By completing the form below, you signify your intention to make a planned gift to International Doctors in Alcoholics Anonymous. International Doctors in Alcoholics Anonymous understands that this is not a contract and not legally binding. We are deeply grateful for your vision and generosity.

IDAA Planned Gift Intention Form