Enterprise greatly appreciates the deep generosity of our supporters. We offer a variety of options to best accommodate your charitable gift.
Gifts of Appreciated Securities
Enterprise welcomes gifts of publicly traded securities like stock, bonds and mutual funds. Making a gift of appreciated securities to Enterprise can provide valuable tax benefits for you while also providing Enterprise with the capital we need to catalyze affordable housing. Consult your financial advisor for help in determining the right gift that meets your financial and charitable goals. Securities transfer form and instructions.
The Legacy Society
Making a commitment to Enterprise through your will or other estate plans is an effective way help build the long-term financial strength of Enterprise and ensure that critical services are provided to low-income families for generations to come. A Legacy Gift allows you to keep your assets during your lifetime, while taking comfort in the knowledge that you have made a commitment to help disadvantaged children and families into the future. There are several ways to become part of Legacy Giving at Enterprise.
The simple, revocable bequest is the easiest way to ensure your commitment to affordable housing. This approach allows you to provide for your heirs, while designating a portion of your estate to help support Enterprise's mission. There are financial incentives for taking this route, designed to help you make an impact on the future of disadvantaged families.
- Life Insurance
Gifts of life insurance are predicated on the assumption that the protection provided by the insurance coverage is not needed by you or your family – giving you a chance to share the wealth. You can name Enterprise Community Partners as the primary beneficiary of a life insurance policy, or you can realize immediate tax benefits by making an irrevocable assignment of an insurance policy to Enterprise. Either way, these dollars will help Enterprise provide for families into an uncertain future.
- Individual Retirement Accounts
You can make gifts from your IRA or Keogh Plan either during your lifetime or beyond. These gifts reduce your taxable estate at the same time they fulfill your desire to make a major impact on the affordable housing crisis.
- Charitable Gift Annuities and Trusts
These gift types provide numerous opportunities for you to receive tax benefits and lifetime income for you and your family while achieving your philanthropic goals by supporting Enterprise Community Partners.
Please consult your financial advisor for help in determining which gift meets your financial and charitable goals.
For more information, contact Pam Rockland at 410.772.2790.