Planned gifts allow donors to make a contribution to Prevention First through wills, trusts, insurance policies and stocks. Planned gifts can also allow the donor to maximize their contribution and provide them with specific income and estate tax advantages.

Prevention First may be named as the principle beneficiary of your insurance policy, or your old policy can be transferred to Prevention First. Contact your insurance agent for procedures regarding making this type of gift.

Leave a legacy by making a gift in your will to Prevention First. A bequest is the simplest way to ensure the future of Prevention First’s programs and services.

A gift annuity allows a donor to transfer cash or securities to Prevention First in exchange for fixed payments during the remainder of the donor’s life. At the death of the donor, the remainder value of the annuity goes to Prevention First to use to further our prevention education programs.

The annuity payment is based on the donor’s age the day the gift is made. The following chart presents a sample of what payout rates may be:

  Donor’s Age      Annual Rate            Example:

Let’s say that a 75-year-old donor wishes to give $10,000 to Prevention First through a charitable gift annuity. The annuity rate based on her age is 8.0%. The donor receives $860 annually, $454 of which is tax-free. In addition, she may claim a charitable deduction of $4,369 for her gift.