Ways to Give

A donor-advised fund (DAF) is a charitable investment account that allows you to support organizations you care about, including The Doorways. Like a charitable savings account, you can contribute cash, stocks, or other assets to a DAF and receive an immediate tax deduction. Those assets can grow tax-free, and you can recommend grants to The Doorways when and how it works best for you.

Donor-advised funds offer a flexible and strategic way to give. Benefits of giving through a DAF include:

• Consolidating your charitable giving in one place

• Receiving immediate tax benefits with the ability to distribute funds over time

• Including family members in charitable decision-making

• Supporting long-term, strategic philanthropy

• Creating a lasting legacy for organizations like The Doorways

For more information about making a gift to The Doorways through your donor-advised fund, please consult your financial advisor.

A charitable bequest is the easiest and most flexible way that you can make a lasting impact at The Doorways with your generosity. Bequests can be a specific amount, sized by percentages, or a residual portion of your will or trust.

By designating The Doorways as a beneficiary, you can make a gift of your unused retirement assets through your IRA, 401(k), 403(b), pension, or any other tax-deferred plan to further our work. Your assets are not taxed upon death and the estate will benefit from a charitable deduction for the gift.

By supporting The Doorways through stocks and bonds, you avoid capital gains tax on the sale of the appreciated assets. Stocks and bonds can be transferred directly to The Doorways Investment account.

Account Information for Charitable Gift Stock Transfers:

The Doorways
Brokerage: Charles Schwab
Account #3820-8511
DTC #0164
Schwab Contact: 1-800-464-6093

* There are special rules for valuing a gift of stock. The value of a charitable gift of stock is determined by taking the mean between the high and low stock price on the date of the gift. Mutual fund shares are valued using the closing price for the fund on the date of the gift.

Making a gift of appreciated real estate, like a home, vacation property, underdeveloped land, farmland, or commercial property, can have a lasting impact on The Doorways. The property may be given by signing a deed transferring full or part ownership of the asset.

Note: The property’s fair market value is established by an independent appraisal.

A charitable remainder trust helps you reduce your taxable income while supporting The Doorways. Establish an irrevocable trust that disperses income to your non-charitable beneficiaries for a specific term. Once that term ends, the remainder of the trust is donated to The Doorways.

A charitable lead trust helps you support The Doorways and reduce your taxable income. Create a irrevocable trust that donates income to The Doorways for a specific term. Once that term ends, the remainder is dispersed to the trust’s non-charitable beneficiaries.

You can make a gift from your life insurance policy by designating The Doorways as a partial or full beneficiary with your insurer. Once the gift is made, The Doorways retains the insurance policy to maturity.