Estate Planning
You may designate Called to Peace Ministries to receive all or a portion of your estate after your lifetime. This type of giving may be accomplished through:

Will or Trust
You can name Called to Peace Ministries in your will or trust as a beneficiary, and your estate may receive an income tax deduction for the value of your bequest. Consult with your estate planning attorney and your financial and/or tax advisor to analyze your situation and confirm benefits.

Retirement Accounts
You can name Called to Peace Ministries as a beneficiary of your IRA, 401(k), or other qualified retirement plans. Any amounts remaining in your plan, free of income and estate tax, will transfer to Called to Peace Ministries. Consult with your financial and/or tax advisor to analyze your situation and confirm tax benefits.

Life Insurance
You can name Called to Peace Ministries as a beneficiary of part or all of your life insurance policy. You can also select to make Called to Peace Ministries the owner of a life insurance policy that is no longer needed. When Called to Peace Ministries is made owner, you may receive a tax deduction for the amount of premiums you continue paying each year. If the policy is a whole life, you may receive an immediate tax deduction for the cash value amount. Consult with your financial and/or tax advisor to analyze your situation and confirm tax benefits.

Stock and Mutual Funds
Giving appreciated stocks and mutual funds is a great way to maximize your giving because you will receive an immediate income tax deduction for the full fair market value of securities you transfer that you’ve held for at least one year. In addition, you pay no capital gains tax on the difference between your cost and the fair market value. Consult with your financial and/or tax advisor to analyze your situation and confirm tax benefits.

How to Give

• If you’d like to give a stock, mutual fund, bond, or marketable security gift, please follow these instructions.
  
  • Indicate to your institution that you are sending securities as a gift to Called to Peace Ministries, Inc (A Non-Profit with an IRS designation of 501(C)(3)). 

The Direct Transfer Code is 0443 and the account is B41379959.

• Additional opportunities to give restricted securities, stock options, or matching gifts may exist from your employer.

IRA Qualified Charitable Distributions
If you are over 70-1/2 years old, then you may distribute directly from your IRA to Called to Peace Ministries up to $100,000 tax-free! This amount can be counted towards the IRA’s annual required minimum distribution. Consult with your financial and/or tax advisor to analyze your situation and confirm tax benefits.

If you’d like to discuss a possible gift of real estate, a trust or retirement account, credit card rewards points or airline miles, or another unique gift, please contact our Director of Finance, Diana Fies, at diana@calledtopeace.org.