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Other Ways to Give

Planned Giving & Estate Planning

No matter your age or income, through creatively planning your generosity, you may be able to give more than you thought possible to Anabaptist Disabilities Network. Whether you want to make a gift immediately or in the future, or even a donation that can provide you with income, giving a gift with impact is easier than you may think.

Use the table below to explore the possibilities and email us for more information about setting up planned giving.

Gifts that Help ADN Today

For those over the age of 70.5, a QCD from your traditional Individual Retirement Account is often the best giving current giving strategy available. By gifting the QCD directly from your IRA, you do not receive the money as income and thus are not taxed on the funds. If you have reached Required Minimum Distribution (RMD) age, the QCD can fulfill the RMD expectation. If you have a 401(k) or 403(b), you can typically convert the fund to an IRA in order to make a QCD.

By gifting appreciated assets (often through a Donor Advised Fund), you can typically receive a charitable deduction while avoiding the capital gains from selling the assets. The most commonly gifted appreciated assets are securities (i.e., stocks and mutual funds), farm land and rental property, but many other assets can be gifted.

If you are a farmer, consider making a gift of grain, livestock, milk, honey or other commodities. By reducing your income while still expensing the cost of production, you can save on your federal, state (if applicable) and self-employment tax.

Gifts that Help ADN in the Future

For many people, the easiest way to support ADN upon death is naming ADN as the beneficiary of investment or other account. The most common designation is on a traditional IRA/401(k)/403(b). If such a retirement account is given to heirs, they will need to pay tax on the proceeds; ADN would pay no tax on these gifts.

Through a bequest plan, you can designate ADN as a beneficiary of your will or trust. You might consider allocating a specific percentage of your estate to charity or even “adopting” ADN as an additional child.

If you have a paid-up life insurance policy that is no longer needed for income replacement, consider naming ADN as the beneficiary. We will receive the income upon your passing. If you are still paying on the policy, the premiums may be tax deductible.

With a retained life estate gift, you can gift property during your lifetime and retain the ability to live in the house or receive rental income from farmland as long as you live.

Gifts that provide you with income and support ADN later

With a CGA, you can receive a guaranteed stream of income through life (or through two lives), with the CGA remainder going to ADN upon your death. You may receive a sizeable tax deduction when creating the CGA and a significant proportion of the income will be tax-free. A CGA can be funded with cash, appreciated stocks/mutual funds, farm commodities and even through the QCD described above.1

With a CRUT, you can receive income throughout life or for a period of years, with the remainder going to ADN upon your death. In addition to the upfront tax-deduction and tax-advantaged income stream, the income in a CRUT often grows over time. CRUTs can be funded in the same way as a CGA but can also receive appreciated property such as farmland or rental units.

A special type of CRUT allows you to designate income to your heirs for a period of years, gifting the income first to them and then to ADN upon the CRUT’s conclusion. 

This information is only introductory guidance. Consult with your financial advisor or a charitable consultant. Contact Everence Financial or Eder Financial for assistance, as well:

We are committed to open communication with our donors. Read our annual reports to learn how we use your donations.

​​​​​​​​​​​​​​​​​​​​​​​​​​​​Anabaptist Disabilities Network is incorporated as a not-for-profit corporation in the state of Indiana. Contributions are tax-deductible subject to federal tax guidelines.

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