What is Planned Giving? 

You can make a future impact on RFOV without without affecting your current finances.  Planned giving is a simple – yet effective way – to make a difference:

1. Bequests:  Leave a gift to RFOV in your Will or Trust.  A bequest is language in your will or trust leaving a gift to RFOV while retaining resources you may need during your lifetime. A bequest of any size helps ensure RFOV's future.

2. Beneficiary Designations:  Name RFOV as a beneficiary on your Retirement Account or Life Insurance Policy.

3. Qualified Charitable Distribution: If you are 70 ½ years of age and older, you can take advantage of a simple way to benefit RFOV and receive tax benefits in return. You can give any amount up to $100,000 per year from your IRA directly to RFOV without having to pay income taxes on the money. This popular gift option is commonly called the IRA charitable rollover and QCD for short.

4. Charitable Gift Annuity: Beginning in 2023, you can also choose to make a one-time distribution of up to $50,000 from your IRA to create a new charitable gift annuity (CGA) or charitable remainder trust (CRT) that also benefits the charity of your choice.

5. Required Minimum Distribution: As of January 1, 2023 the beginning age for the required minimum distribution (RMD) from retirement plans changed from 72 to 73 years of age. Nonetheless, a donor can still make a charitable distribution from an IRA beginning at age 70 ½ and pay no tax on the distribution. HERE is information from Fidelity Investments on the Secure Act 2.0 of 2022.

Your Legacy Gift will help to ensure the financial sustainability of RFOV and provide the satisfaction of knowing that you can continue to contribute to the health of our local  public lands for years to come.