• 2601 SW D Street - Bentonville, AR 72712
  • 479.254.8550
Help change lives

Planned Giving Vehicles and Benefits to Donors

Gifts That Help Now:

Current Use Gifts (Irrevocable)

type of gift

Outright Gifts

description

Gift of cash

Gifts of assets such as stock or property

IRA Charitable Rollover

Benefits to donor

Donor can receive an income tax deduction.

Donor can escape capital gains tax.

Donors over age 70½ can make tax-free direct transfers to SPSFNWA.

Counts for Required Minimum Distribution.

Annual limit of $100,000 per IRA owner.

Grant from donor advised funds (daf)

  • Donor can recommend a grant to SPSFNWA from their Donor Advised Fund.
    (Cryptocurrency can be used to set up a Donor Advised Fund. Check with SPSFNWA if you need recommendations.)
  • Donor receives tax deduction in the year of the gift to the DAF.

    Donor recommends grants in future years as they choose to charities.

Gifts That Help Later:

Deferred Gifts (Revocable)

type of gift

Bequests in Wills and/or Revocable Trusts

description

  • Donor names SPSFNWA in will or trust

Benefits to donor

  • Allows for donor to provide for their family first. Estate tax deduction for full amount of bequest.

Retirement Plan Beneficiary Designations

  • Naming SPSFNWA as beneficiary of all or a lesser % of the plan
  • Income and estate taxes are avoided if the retirement plan assets pass directly to SPSFNWA.

Life Insurance Plan Beneficiary Designation

  • Naming SPSFNWA as beneficiary of all or a % of the policy
  • Donor can make a large gift with minimal cost.

    No estate tax.

Indiana University Lilly Family School of Philanthropy. The IUPUI Fundraising School. 2021.

Planned Giving: Getting the Proper Start. Indianapolis, IN.

Contact:

Frankie Rankin,
CFRE Chief Philanthropy Officer
  • Our Legal Name:  Single Parent Scholarship Fund of NWA Inc.
  • Our Address:  2601 SW D St. Bentonville, AR 72712
  • Our Tax ID (EIN):  68-0498770
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