Flexible options make donating easy and mutually beneficial

We welcome gifts of cash, stocks, employer matching gifts, designated gifts from Donor Advised Funds. Whether you want to support a specific program, honor someone with a memorial or tribute gift, you can make a great impact.

Create your legacy by providing a gift in your will or through a beneficiary designation. Pioneer residents and friends of our communities made possible many improvements and services through generous estate gifts. We are honored to be able to continue that tradition on behalf of today’s residents and friends.

Those over 70½ years of age may make a charitable distribution of up to $100,000 annually directly from a taxable Individual Retirement Account instead of taking their required minimum distributions. As a result, you may avoid being pushed into higher income tax brackets and prevent phaseouts of other tax deductions.

• A Charitable Gift Annuity benefits both the Covia Foundation and you as a donor. With a simple contract, you transfer cash, stocks, or other assets to the Foundation, and we make fixed payments to you (or someone you designate) for life. You’ll enjoy tax benefits, a steady income, and the promise that your assets will ultimately be supporting the vital work we do for seniors.
• A Charitable Remainder Trust allows you to make a gift of all or part of an appreciated property prior to a sale, thereby helping to control capital gains taxes. The trust then generates income to you that can help provide for living expenses, while ultimately supporting programs and services that you wish to support.

For information on retirement plan gifts, planned gifts or other ways of giving, contact Covia Foundation Executive Director Katharine Miller at 925/956-7414.