A Bequest from your Will or Living Trust is a simple way to ensure the continued success of HelpMeSee and supports your philanthropic goals without impacting financial resources in your lifetime.

You can make a specific bequest from a Will or Living Trust for an exact dollar amount, a percentage of the total estate or as a percentage of the residuary estate after all taxes, debts, payments and other bequests that have been made by the estate. Identifying specific securities or real estate is also an option.

To help you get started on your plans and legacy, you can use FreeWill, an online tool that guides you through the process of creating your will or trust. It’s easy to use, accessible online and can be completed in 20 minutes. You can use this resource on it’s own or use it to document your wishes before finalizing your plans with an attorney.

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Have you already included a gift in your will or trust? Please fill out this form to let us know! We would love to thank you for your generosity.

Individual Retirement Accounts ( IRA’s), 401K plans, Pension Plans, Keough Plans and other qualified retirement savings plans allow you, the Donor, to designate HelpMeSee as a beneficiary of your retirement plan or retirement account.

With a significant tax burden on children or other non-charitable heirs, excluding your spouse, as the recipients, retirement plans designating HelpMeSee as the beneficiary is a great way to make a gift while avoiding individual income taxes and estate taxes on retirement plans.

Also, the IRA rollover, signed into law in 2015, allows up to $100,000 each year to be transferred to HelpMeSee, directly from the Donor’s account holder, which counts towards the Donor’s required minimum distribution (RMD), This IRA rollover allows the Donor to make a significant gift and to avoid income taxes on the distribution.

Do you have an IRA, 401(k), life-insurance policy or any other assets not included in your will? If so, these are called non-probate assets and you must plan your beneficiaries for them separately. Naming HelpMeSee as a beneficiary can create a significant impact on curing cataract blindess without impacting your financial assets during your lifetime.

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You may qualify to receive an immediate income tax deduction. Consult with your accountant or attorney for more details.

As a registered 501(c)(3) charitable organization, HelpMeSee can sell donated stocks or mutual funds without tax consequences.

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A Planned Gift of securities or real estate or a present-day gift of securities or real estate is an excellent way to take a low-income producing asset that has appreciated greatly in value and turn it into a present-day income tax deduction and have it removed from your estate avoiding estate taxes on the Donor’s estate. A tax professional can advise the Donor on receiving income from the sale and reinvestment of the securities or real estate in the form of a charitable gift annuity or a charitable remainder trust.