Planned Giving

Ronald McDonald House Charities® of Jacksonville appreciates the future gifts you make to ensure the success of our programs. Your financial adviser is able to direct you to an appropriate giving choice for your interests and benefit. These giving options give you the opportunity to do great work through our programs and to enjoy reduced taxes.

 

Charitable Remainder Trusts

The donor may select the rate of return from these charitable vehicles and also choose a fixed or fluctuating annual payment. Capital gains are minimized, and the donor will receive a tax deduction based on rate of return and other factors surrounding the gift.

Charitable Lead Trusts

These trusts allow the donor to transfer valuable assets to heirs with relatively little transfer tax and to make a substantial contribution to Ronald McDonald House Charities of Jacksonville. The donor places property or cash in the trust, providing RMHC of Jacksonville with income at a fixed amount for a defined period of time which is usually not less than 10 years or more than 20 years. The term of the trust may also be established for the donor’s lifetime or the lifetime of other living individuals. At the end of the term, the balance is returned to the donor’s heirs.

Charitable Gift Annuity

A gift annuity is a contract offering the donor a way to make a gift to RMHC of Jacksonville. The income the donor receives is a fixed dollar amount and is guaranteed. A deferred payment gift annuity is also an option if the donor wishes to delay their income until retirement. Tax deductions for this type of gift vary.

Bequests

A bequest is one of the simplest ways for a donor to make a gift from their estate. Bequests may be made for a specific amount or for a percentage of the estate. They may include tangible personal property, real estate, securities or the remainder of the estate after the donor has provided for their survivors.

Life Insurance

A donor may make a significant gift by naming RMHC of Jacksonvillle as the recipient of all or a portion of the proceeds of an existing life insurance policy. When a donor transfers the ownership of a paid policy to RMHC of Jacksonville, they will receive a tax deduction for the cash surrender value which will reduce their tax liability.

Questions?
Contact Carol Harrison at (904) 807-4672 to schedule an appointment to learn more about our giving options and the impact they have on the families we serve.