PLANNED GIVING
Ways to Help
AUTOMATIC MONTHLY DONATIONS
Simple-set up through your bank, credit card, or our website
Tax deductible for you
Benefits the Bodhi right away
"For me, this is the easiest way to donate to the Bodhi. I don't have to think about it, I don't miss the amount each month, and best of all, I don't have to find a stamp. I send my monthly donation via Electronic Funds Transfer (EFT) ” - Melanie Van Amsterdam
QUALIFIED CHARITABLE DISTRIBUTION FROM AN IRA:
Lowers your taxable income
Benefits you and the Bodhi immediately
Easy-contact your investment advisor or financial institution
RETIREMENT PLAN BENEFICIARY
Name the Bodhi as a beneficiary in a qualified retirement plan.
Avoid estate and income taxes on donated portion
Give without affecting current income
Benefits the Bodhi in the future
Easy to do - contact your retirement plan and request a change of beneficiary
STOCKS, BONDS OR MUTUAL FUNDS
Transfer appreciated stock, bonds or mutual funds to the Bodhi.
Avoid capital gains tax
Immediate tax deduction for you
Benefits the Bodhi Manda Zen Center immediately and in the long term
WILL OR TRUST
Include a bequest in your will or donate a percentage of your estate.
Give without affecting current income
Can be paid out of your estate after your heirs are cared for
Benefits the Bodhi in the future
Can add a codicil to your will without a lawyer
DONOR ADVISED FUNDS:
Lowers your taxes and taxable income
Allows you to direct the investment & charitable granting
Benefit to the Bodhi is immediate, and recurring donations can be arranged