Planned Giving

A planned gift is a wonderful way to celebrate the long history of Global Ties Iowa and ensure it continues for generations to come. You can be a part of recognizing our past and preserving our future with a planned gift. 

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Contact Amy Alice Chastain or call 319.594.0946 to share your intentions with us or learn more about planned giving. We can partner with you and your financial advisor to explore how you can make a difference for Global Ties Iowa while accommodating your financial and philanthropic goals. 

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Have you already included Global Ties Iowa in your estate plans? Please let us know by emailing us at connect@globaltiesiowa.org. 

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Common ways to include Global Ties Iowa in your estate plans:

Beneficiary Designation 

We’ve developed sample language for you to include in your will, trust, retirement plan or insurance policy. Global Ties Iowa is a 501(c)3 organization and our Tax ID number is 42-1272034. 

 

Bequest language for an unrestricted gift to support Global Ties Iowa generally: 

 

I give _________[include sum, percentage, or description of property] to Global Ties Iowa, Tax ID #42-1272034, to be used for its general operating purposes. 

 

Example of unrestricted use: I give 100% of the remainder of my IRA to Global Ties Iowa, Tax ID #42-1272034, to be used for its general operating purposes. 

 

Bequest language for a restricted gift: 

 

I give __________[include sum, percentage, or description of property] to Global Ties Iowa, Tax ID #42-1272034, to be used to support ______________[name the fund or purpose you would like your gift restricted to]. 

 

Example of restricted use: I give $10,000 to Global Ties Iowa, Tax ID #42-1272034, to support programming. 

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General Types of Planned Gifts
There are several methods for making a charitable gift through estate planning as follows: 

 

Charitable Estate Gifts
Charitable estate or deferred giving enables you to arrange charitable contributions in a manner that maximizes personal objectives and financial goals. Many plans provide flexibility during your lifetime, even though Global Ties Iowa will not realize the benefit until a time in the future. The most common types of deferred plans are bequests, retirement plan designations, charitable remainder trusts, and charitable gift annuities. 

 

Bequests
A bequest in your will or living trust naming Global Ties Iowa as a beneficiary is the easiest and most popular deferred gift plan. Donors may name Global Ties Iowa as a percentage beneficiary or for a specific dollar amount or specific assets. Your assets can be used to support Global Ties Iowa for the purposes you have documented. 

 

Retirement Plan Assets 
Retirement accounts often are exposed to income tax and estate taxes, which may be avoided or reduced through a deferred gift. Naming Global Ties Iowa as a beneficiary of your retirement account can provide a meaningful gift to Global Ties Iowa. See your financial advisor for options. 

 

Charitable Remainder Trust
A charitable trust to benefit Global Ties Iowa is established when you transfer assets (cash, securities or real estate) to a trust where the assets are invested to pay an annual, lifetime, or term-of-years income to you or other beneficiaries. When the trust matures, the remaining assets are distributed by the trustee according to your wishes. See your financial advisor for options. 

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Contact Global Ties Iowa 
Our giving program includes a variety of options that will meet the evolving needs of Global Ties Iowa now and into the future. You can create your legacy with Global Ties Iowa through current, ongoing gifts, or future gifts. To explore giving options, please contact our Executive Director, Amy Alice Chastain.