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Planned Giving

Through planned giving, you can create a family legacy of philanthropy—helping prevent hunger and homeless in your very community! At FAM, we have a number of planned giving options that are simple when implemented with a tax professional. Feel free to review these options below, or simply call our office to discuss how you can help today!

Current Outright Gifts of Cash or Securities

Outright gifts of cash can easily be made by check, credit card, right on our website. Gifts of marketable securities can be transferred to FAM. These contributions will have an immediate impact those FAM serves, and often provides a tax deduction based on the current value of the gift.

Gifts of Real Estate

A current gift of real estate would result not only in an immediate income tax deduction, but it would also result in the prevention of having to pay capital gains tax in the future.

Gifts of Collectibles

Gifts of high value art, antiques or other collectibles result in an immediate income tax deduction.

Life Insurance Policy Proceeds

In designating FAM as a beneficiary of your life insurance policy, you will provide the opportunity to continue to support those in need far into the future with little expenditure. You may achieve this by contacting your life insurance company and requesting a beneficiary designation form.

Retirement Plan Proceeds

A portion or all of your retirement plan benefits can be gifted and is a tax-efficient way to support FAM. The designated portion of the retirement plan gifted to Family Assistance Ministries would be distributed tax-free. If distributed otherwise, your heirs would be subject to income tax and possibly estate tax on the distribution of such assets. Gifting a portion of your plan to FAM can result in up to a 70% tax savings. Such a gift would allow continuation to take withdrawals from the plan for your lifetime, with only the remainder of the retirement plan passing to FAM. Request a beneficiary designation form from your financial advisor to accomplish this.

Gifts Through Wills

FAM may be named as a beneficiary in your will. The gift may be a specific dollar amount, a percentage of your total estate, or one or more specific personal assets from your estate. Additionally, your gift may designate a certain purpose of your choice within FAM operations or may simply supplement our general fund. Contact your attorney regarding steps to add FAM to your will.

Living Trust Investment

There are a number of trusts (i.e., “living trust”) that may be created during life (“living trust”) that allow the beneficiary to be a charitable organization. For example:

  • Revocable Living Trust
    This instrument (i.e., Revocable Family Trust) operates like a will, except that the assets titled within may be distributed privately rather than through probate. You may designate FAM as a beneficiary, to receive either a specific dollar amount, a percentage of the total trust property or specific trust property assets.
  • Charitable Remainder Trust
    The creation of this instrument allows you to benefit from an income stream for a term of years or for your lifetime. Following the expiration of the term, the remaining principal would then be distributed to FAM. The transfer of assets to such a trust removes their value from your estate (for estate tax purposes) and provides an immediate income tax deduction based on the value of a portion of such transferred assets.
  • Charitable Lead Trust
    The creation of a charitable lead trust provides for income payments to FAM for a term of years, providing an immediate benefit to FAM and later distributing the remaining principal to your heirs. The transfer of assets to such a trust removes their value from your estate (for estate tax purposes) and provides an immediate income tax deduction based on the value of a portion of such transferred assets.

If you are planning any of the above considerations, we require that you consult your tax advisor or attorney before making any decisions. We are happy to refer you to a trusted professional in your area. The above information represents only some of the ways in which you may support FAM. If you would like to learn more, please contact Executive Director Mary Gray Perdue at (949) 492-8477 x123 or send us a message.

San Clemente
Resource Center

Administrative Offices, Weekday Distribution & Second Saturdays

1030 Calle Negocio
San Clemente, CA 92673

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San Juan
Capistrano Satellite

Wednesday Distribution
11:00 AM - 1:00 PM

32202 Del Obispo Street
San Juan Capistrano, CA 92675

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Laguna Niguel

Thursday Distribution
11:00 AM - 1:00 PM

30071 Ivy Glenn Drive
Laguna Niguel 92677

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Opening April 12, 2018

Dana Point

Friday Distribution
11:00 AM - 1:00 PM

26010 Domingo Ave
Dana Point, CA 92624

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