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

  • Paid out of your estate after your heirs are cared for

  • Benefits the Bodhi in the future

  • You 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