Benefits

• A flexible vehicle for annual charitable giving.

• A cost-efficient alternative to forming a private foundation.

• A charitable income tax deduction in the year of your DAF gift.

• Assets in your DAF grow tax-free.

How to help Teen Esteem+ with a DAF recommendation:

1. You make an initial, irrevocable gift of cash or stock to fund a DAF at a sponsoring organization.

2. Make annual recommendations on gifts to be made from your DAF.

3. Some DAFs allow you to set up a recurring annual donation so that you do not need to remember to do that each year. This also qualifies you to be a member of our recurring donor club, Game Changers.

4. To initiate a DAF gift, use this tool: Click here

5. Notify Natalie Brown, Director of Development, at natalie@teenesteem.org when you initiate your gift to streamline gift processing.

Benefits of your gifts of stocks, bonds, mutual funds, real estate and other assets:

• Avoid capital gains taxes on assets that you’ve owned for more than one year and have risen in value.

• Deduct the value of the appreciated asset just like you would deduct the value of a cash gift (subject to IRS deductibility limits).

How to help Teen Esteem+ with a gift of stock or other asset:

1. Make a stock donation by using the StockDonator feature on our website: Click here.

2. To make gifts of other appreciated assets, contact our Development Director: natalie@teenesteem.org

If you are 70½ years old or older, you can take advantage of a simple way to benefit Teen Esteem+ and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to Teen Esteem+ without having to pay income taxes on the money. This popular gift option is known as a qualified charitable distribution (QCD) and is commonly called the IRA charitable rollover.

Benefits of your IRA charitable rollover gift:

• Avoid taxes on transfers of up to $100,000 from your IRA to Teen Esteem+.

• May satisfy your required minimum distribution (RMD) for the year.

• Reduce your taxable income, even if you do not itemize deductions.

• Make a gift that is not subject to the deduction limits on charitable gifts.

How to help Teen Esteem+ with an IRA rollover:

1. Contact your IRA plan administrator to make a gift from your IRA to Teen Esteem+.

2. Your IRA funds will be directly sent to our organization to help continue our important work.

3. Please note that IRA charitable rollover gifts do not qualify for a charitable deduction.

4. Notify Natalie Brown, Director of Development, at natalie@teenesteem.org when you initiate your gift to streamline gift processing.

An estate gift or a simple beneficiary designation continues your philanthropic investment in students today and for their lifetime. It often allows you to make an even bigger impact than you ever thought possible. Whether you give a set amount or a percentage of your estate, your generous remembrance will build hope for the lifelong well-being of the young people Teen Esteem+ serves.

Benefits of your legacy gift:

• Leave a lasting legacy to be remembered.

• Lessen the burden of taxes on your family.

• Possibly receive estate tax savings.

How to help Teen Esteem+ with a legacy gift:

1. A percentage of your estate.

2. A balance or residue of your estate.

3. A beneficiary designation on certain assets.

4. A specific dollar amount or asset in your estate.

5. Here is a sample of the simple text that can be used in your estate planning documents:

“I hereby give Teen Esteem+ a California non-profit organization with its principal mailing address at P.O. Box 966 Danville, CA 94526, (the sum of $___) or (___ % of the residue of my estate) to be used for its general purposes of empowering young people with tools for lifelong well-being via classroom presentations, school assemblies, and parent education. ( Tax ID: 20-1598494 )”.