Planned Giving
Planned giving is a powerful way to make a lasting impact. By including NCEFT in your estate plans, you can help ensure that our mission continues to thrive. Your generosity creates a future filled with hope and possibility!
There are many options for planned giving, including bequests (wills or trusts), retirement plans, life insurance, stocks/securities, real estate, and more. Many of these options provide benefits to you and your heirs in the form of tax savings and/or other financial benefits. Please consult your attorney or financial advisor to determine which option(s) are appropriate for you.

Bequest Gifts:
Charitable donations made through a will or living trust. You can designate a specific amount of money, a percentage of your estate, or particular assets such as property or stocks to be given to NCEFT.

Charitable IRA Rollover:
A charitable IRA rollover, also known as a Qualified Charitable Distribution (QCD), allows individuals age 70 1/2 and older to donate up to $108,000 (for 2025) directly from their traditional IRA to qualified charities without paying income tax on the distribution. This donation also satisfies their required minimum distribution (RMD) and doesn’t require itemizing deductions, offering potential tax benefits.

Real Estate:
Donating real estate through planned giving lets you support NCEFT while potentially receiving tax benefits. You can donate property—like a home, land, or commercial building—outright, through your will, or via tools like a charitable remainder trust. This type of gift may reduce capital gains, income, or estate taxes and creates a lasting legacy. Be sure to consult a financial advisor or estate planning attorney to explore the best option for your situation.

Charitable Remainder Trusts and Lead Trusts:
A charitable remainder trust can provide fixed or variable income to you and/or other beneficiaries for life or a specified time period and thereafter distribute the remaining assets to NCEFT. A charitable lead trust enables you to pass assets with significantly reduced gift or estate taxes. These planned gift options are individually tailored to your distinct situation with the help of legal counsel.

Life Insurance:
Donating a life insurance policy is a simple and impactful way to support NCEFT. You can name NCEFT as a beneficiary or transfer ownership of the policy outright. This planned gift may offer tax advantages and allows you to make a significant future contribution with relatively low current cost. Be sure to consult with a financial advisor to choose the best approach.

Retirement Plans:
Naming NCEFT as the beneficiary of your IRA, 401(k), or other retirement account is a tax-efficient way to give. Because these assets may be heavily taxed if left to heirs, donating them can maximize your impact on a cause you care about while reducing estate and income taxes. It’s a straightforward and powerful planned giving option—just update your beneficiary designation to get started.
The information provided does not constitute professional legal or tax advice and is for general informational purposes only. Always consult a legal or financial professional. NCEFT understands that plans are non-binding and do not constitute a legal promise of any future donation to NCEFT. All information will be held in confidence, and changes to your arrangements may be communicated by contacting the NCEFT Development Office at development@nceft.org or 650-851-2271. Gifts can also be made anonymously.