Quaker Earthcare Witness welcomes gifts appreciated stock or other securities. To make a gift, please contact QEW General Secretary Keith Runyan with the name and CUSIP number of the stock or mutual fund, the number of shares, the date of transfer expected, and the name of your financial firm and contact person there. We will give you the specific information needed for deposit into QEW’s account at either Friends Fiduciary or Charles Schwab and notify you when the transfer is complete. You avoid paying capital gains tax on the sale of the investment, and support QEW with the full, present value of the securities.

If you are at least 70 ½ years old, you may also make a gift of up to $105,000 directly from your traditional IRA rather than taking your required minimum distribution. Such a gift is known as a Qualified Charitable Distribution (QCD) or a Charitable Rollover. A QCD can be particularly beneficial for donors who do not itemize their tax deductions and instead file the standard deduction.

Have you considered including a legacy gift to Quaker Earthcare Witness as part of your estate plan? You can simply designate QEW as one of your beneficiaries, or you can use a “contingency clause” in your will or survivorship designation. By naming QEW as the contingent recipient of assets expected to go to others, you are saying that if other beneficiaries do not survive you, then you designate QEW to receive specified assets. Explore more legacy gift options, below.

A bequest is a gift made through your will. Many donors can provide more substantial gifts through a bequest than through annual contributions, making this one of the easiest ways to make a difference to an organization you care about. You may include a bequest to QEW when you have a new will prepared or add a codicil to your existing will. Bequests can be made as a fixed amount, or as a percentage or residual of your estate, or even as a contingency clause in wills and survivorship designations. By naming QEW as the contingent recipient of assets expected to go to others, you are saying that if no one survives you, then you designate QEW. Find examples and sample language for including QEW in your estate here.(hotlink to sample bequest language, see below)

Naming QEW as a beneficiary of a qualified retirement plan asset such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan will accomplish a charitable goal while realizing significant tax savings. When you designate QEW as the beneficiary for all or a percentage of your qualified retirement plan assets, those assets pass to us free of any tax. However, when these assets are passed to your heirs (other than your surviving spouse), they are subject to federal and state income tax and may also be subject to federal estate tax (depending upon the value of your estate) as well as various state income, inheritance and estate taxes.

Issued and administered in partnership with Friends Fiduciary, a charitable gift annuity (CGA) provides a fixed lifetime income payment (an annuity) to you as the donor(s). After the death of the annuitant(s), the remainder of the gift is transferred to QEW. A CGA can serve as a safe and convenient way to receive lifetime income while responding to a desire to partner with QEW in its ministry and work. Learn more about funding a charitable gift annuity and see illustrations of potential lifetime income on the Friends Fiduciary planned giving website. The minimum amount of a gift annuity is $10,000.

A charitable remainder trust (CRT) is an irrevocable trust that can provide lifetime income to you or to one or more of your beneficiaries after your death. QEW can be that beneficiary, or QEW can receive the remaining assets after the death of your beneficiary. Charitable remainder trusts are typically funded with highly appreciated long-term property, such as heritage stock or highly appreciated real estate. A charitable remainder trust is exempt from tax on the investment income earned or realized in the trust, so the trustee can sell assets gifted to the trust without tax consequence. The CRT can provide the income beneficiary with either a fixed amount each year or a percentage of the value of the trust each year, for the income beneficiary’s life or for a period not to exceed 20 years. To learn more about charitable remainder trusts as a way to leave a legacy gift to QEW, you may contact Friends Fiduciary’s Mimi Blackwell, Director of Philanthropic Services, 215-241-7272 or mblackwell@friendsfiduciary.org.

 If you are interested in making a planned gift, please contact QEW General Secretary Keith Runyan, at (Phone) or keith@quakerearthcare.org.
 With any planned gift, it’s important to list the full name of our organization on important documents: Quaker Earthcare Witness
 Our Federal Tax Identification Number (#38-2962080) might be needed on documents.
 Information listed on the QEW website is not offered as legal or tax advice.