Planned Giving at The Haven - HOW TO GIVE

Let us help you choose the right gift to best support students while also providing tax benefits and even additional income. For more information on how you can empower future changemakers at The Haven and enhance your Lock Haven legacy, conatact LHU Foundation Executive Director Ashley Koser at 570-484-2128 or ashley.koser@lhufoundation.org.

  • IRA Rollover

    • Congress has enacted a permanent IRA charitable rollover. As a result you can make an IRA rollover gift this year and in future years.

  • Bequest

    • You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form.

  • Charitable Remainder Unitrust

    • You transfer your cash or appreciated property to fund a charitable remainder unitrust. The trust sells your property tax free and provides you with income for life or a term of years.

  • Charitable Gift Annuity

    • You transfer your cash or appreciated property to our organization in exchange for our promise to pay you fixed payments (with rates based on your age) for the rest of your life.

  • Charitable Remainder Annuity Trust

    • You transfer your cash or appreciated property to fund a charitable remainder annuity trust. The trust sells your property tax free and provides you with fixed income for life or a term of years.

  • Charitable Lead Trust

    • You fund a trust that makes gifts to us for a number of years. Your family receives the trust remainder at substantial tax savings.

  • Bargain Sale

    • We purchase your property for less than fair market value. You receive cash and a charitable deduction for the difference between the market value and purchase price.

  • Sale and Unitrust

    • You give a portion of your property to us to fund a charitable remainder trust, when the property sells you receive cash and income for life.

  • Life Estate Reserved

    • You give your property to our organization but retain the right to use the property during your life.

  • Give It Twice Trust

    • You provide your children with a stream of income while making a gift to charity.

  • Beneficiary Designation Gifts

    • You can designate us as a beneficiary of a retirement, investment or bank account or your life insurance policy.