To explore any of these planned giving options further contact our Director of Philanthropy, Maria Muller, at email@example.com
Donating appreciated stocks, bonds, or mutual funds is quick and simple and may provide you with significant tax benefits. You transfer appreciated securities to The Stewardship Network and we sell them that day and use the proceeds to fund critical work to care for our land and water.
If you are 70 ½ or older, you can use your required minimum distributions to make gifts from your IRA. You can donate up to $100,000 each year without incurring income tax on your withdrawal. You direct distributions in the amount of your choosing from your traditional or Roth IRA to The Stewardship Network. This can be a one-time or recurring gift. The distributions go directly to The Stewardship Network and are not subject to federal income tax.
Note: That if you are still working and contributing to a retirement account, this gift could impact your taxable income. Please consult with a qualified advisor before making a gift.
You can also consider designating The Stewardship Network as a beneficiary of your retirement plan. (See below.)
Gifts for the Future
Wills or Trusts
Help protect nature for years to come by making a gift to The Stewardship Network in your estate plan. You can designate an amount or percentage of your estate to The Stewardship Network by including a bequest provision in your will or revocable trust. You can do this when you create this document or you can amend an existing one. Your distribution is fully deductible for federal estate tax purposes and there is no limit on the deduction your estate can claim. In addition, the gift is usually exempt from state inheritance laws.
If you wish to name The Stewardship Network in your estate plan, we should be named as:
The Stewardship Network, a nonprofit corporation organized under the laws of the State of Michigan, with a principal business address of 416 Longshore Drive, Ann Arbor, MI 48105.
Our tax identification number is 56-2471470. Date of incorporation: July 21, 2004
Life Insurance Policies
When you name The Stewardship Network as a beneficiary of your life insurance policy, you may be able to save on estate taxes. Provide now for a future gift by naming The Stewardship Network as a primary beneficiary or as a contingent beneficiary of a policy insuring your life.
Take care of nature and your heirs by making The Stewardship Network a full or partial beneficiary of your IRA, 401(k), or other qualified retirement plan. The taxes applied to your retirement plan assets may be different than you imagined – in fact, using retirement assets to make a donation and leaving other assets to your heirs often enables you to give more to your heirs.
You name The Stewardship Network as a full or partial beneficiary of a qualifying retirement plan through a beneficiary designation form, insuring this asset will not be included in your taxable estate. An extra step may be required to designation a 401(k). After your lifetime, the remains of your plan passes to The Stewardship Network tax-free and to any other named heirs.