Because I said I would relies on charitable gifts to meet program needs and to support our future. There are a number of easy giving options from which you can choose to help – from naming because I said I would as a beneficiary in your will; to the donation of stocks or mutual funds. See planned giving options below:
Charitable Bequest
Make a gift that costs you nothing today and that can be altered or revoked if your plans change.
Also known as a planned gift, a charitable bequest is simply a gift made through your will. Where there is a will, there is a way. Bequests give you the opportunity to leave a lasting legacy in support of our future.
When you make a charitable bequest, you retain full use of your property during life, so there is no disruption of your lifestyle and no immediate out-of-pocket cost. You can become a member of our Legacy Society by putting because I said I would in your will – this is the simplest and most direct way to make your legacy gift. You can designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.This is an incredibly meaningful gift to make at whatever level and we can walk you through it if you like. Just fill out our pledge form and you’ll be a member!
(If you don’t have a will, www.freewill.com is an easy, and free, resource for creating one.)
Because all planned gifts represent an expression of a lifetime commitment to because I said I would, these gifts can come in a variety of forms. One example is designating because I said I would as the beneficiary of your life insurance policy. You can name because I said I would as a beneficiary of all or part of your IRA, 401(k), 403(b) or other retirement plan.
You don’t have to be a millionaire to make a planned gift, you only need a will. There is no minimum level of participation to be a part of our Legacy Society.If you would like to plan a gift with us, please use this pledge form, or contact M. Travis DiNicola, our VP of Development at [email protected]. As with any significant gift, you may want to consult with your personal financial advisor or attorney.
You can also make a gift that pays you an income now, or supplemental retirement income later. A Gift Annuity is a simple way to make a charitable gift and receive an income. A Charitable Remainder Trust generates income with a trust. (Asset requirements are greater than with a gift annuity.) For either of these options, please consult with your personal financial advisor or attorney.
However you choose to invest in our future, your investment in because I said I would will make a difference.
Gifts of Stocks or Mutual Funds
You can donate stock and mutual funds to because I said I would. If you have held the stock for more than a year you can deduct the fair market value of the stock as a charitable contribution on your personal tax return as of the date of the gift. Also, if the stock has appreciated in value, you will avoid the capital gains tax that you would pay if you sold the stock and gave the resulting cash to the charity. These transfers should be done without selling the stock. This is a fast and simple process which can be done through an electronic transfer, or certificates can be donated through the mail. Because I said I would has an account available to receive donations of securities. To make an electronic transfer of stock, your broker will need the following information to do so:
Edward Jones
Account: Because I said I would
DTC# 0057
ACCT#: 44627314
Contact: Nate Adams (740-349-9171 or [email protected])
You will also need to provide the following:
1. Your name and mailing address
2. Type of stock
3. Number of shares
If you have any questions about this, please contact [email protected] at because I said I would to coordinate a broker to broker transfer. Either way, we recommend that you contact us to confirm the transfer. When you provide us this information, especially your name and address, we can personally thank you and send a tax receipt.
Additionally, you may choose to mail the unendorsed certificate and a signed stock power, separately, to the following address:
Because I said I would.
PO Box 391
Avon, OH 44011
USA
Upon receipt of your gift, Because I said I would liquidates the securities so as to be able to immediately put these funds to use to support our mission.
Donor Advised Funds (DAF)
Donor Advised Funds (DAF) A donor-advised fund (DAF) is a centralized charitable account. It allows charitably-inclined individual, families and businesses to make tax-deductible charitable donations of cash, publicly-traded stock and in some case, certain illiquid assets, to a public charity that sponsors a DAF program. If you have a DAF with Fidelity, Schwab, or Mellon you can make a direct donation via DAF Direct here. If you already have an account with Fidelity Charitable you can also make a direct Electronic Funds Transfer (EFT) to Because I said I would! DAF Direct allows donors to recommend grants from their donor–advised fund directly from our website. Neither you or us will incur any download or transaction fee
Mailing Address
Because I said I would.
PO Box 391
Avon, OH 44011
USA
Because I said I would is a 501(c)(3) federally tax exempt nonprofit organization. Tax EIN#: 46-1262736.