Planned Giving

Estate planning

Making a gift through your estate will reduce (or even eliminate) federal estate taxes as well as provide a significant contribution to Sunrise Haven. You can bequeath a specific dollar amount, a specific piece of property, or a stated percentage of your estate to Sunrise Haven through your will or living trust.

Consult your attorney, accountant, or financial advisor about your giving wishes, especially to learn about tax implications. If you do not have such an advisor, we can provide the names of qualified professionals. For details, please contact our Executive Director at [email protected] or call 253-813-2096 x 5.

Other ways to give:

Stock or Appreciated Assets
The outright gift of appreciated stocks, mutual funds, bonds, or other marketable assets is greatly appreciated. Such gifts usually qualify for a charitable income tax deduction equal to the full market value of the securities at the time of transfer.

Real Estate
You are welcome to make a gift of commercial or residential real estate. If you make the gift now, you can still live in the home or retain the income from commercial property for your lifetime. Giving now qualifies you for a substantial charitable income tax deduction. The gifted property will be excluded from your estate, which will further reduce your estate tax liability.

Insurance, IRAs and other retirement accounts
You can name Sunrise Haven as a beneficiary (total or partial) of a life insurance policy, an IRA, a 401K account, or another retirement account.