Deferred, Annuity, and Testamentary Gifts

Deferred or Life-Income Gifts:  

Donating a highly appreciated asset may allow you to receive income during your lifetime.

Charitable Gift Annuity

This annuity allows you to make a gift and receive annual income for life. It also provides the donor with charitable tax deductions and can reduce capital gains taxes if appreciated stock is donated. IBH Addiction Recovery receives the use and benefit of the gifted asset upon the donor’s death.

Testamentary Gifts: Gifts that occur after your lifetime

Bequests: A bequest is 100 percent tax deductible from the total value of the donor’s estate and becomes a unique opportunity to create a lasting memorial.

• General Bequests are left from the general value of the estate, and are made by designating a specific dollar amount, a particular asset or a fixed percentage of your estate to IBH Addiction Recovery.
• Specific Bequests are made when a particular item or property is bequeathed for a designated purpose
• Residuary Bequests are made when you intend to leave the residue portion of your assets after other terms of the will have been satisfied
• Contingency Bequests allow you to leave a portion of your estate to IBH Addiction Recovery if your named beneficiary does not survive you

Have you already provided for IBH Addiction Recovery in your estate plan?  Please notify IBH Addiction Recovery so we may appropriately recognize your generosity.