PLANNED GIVING

Will or Trust 

Include a bequest in your will or donate a percentage of your estate.

  • It is a simple way to give without affecting current income.

  • It can be paid out of your estate after estate taxes and your heirs are cared for. 

  • It benefits the Bodhi in the future.

  • You can add a codicil to your will without a lawyer and is easy to modify.

Retirement Plan Beneficiary

Name the Bodhi as a beneficiary in a qualified retirement plan such as a 401(k), 403(b), IRA, Keogh or profit-sharing pension plan.

The benefit to you and your heirs is that you avoid estate and income taxes on any portion donated to the Bodhi.

  • It allows you to donate without affecting current income. 

  • Benefits the Bodhi in the future. 

  • Is easy to do: contact the retirement plan and request a change of beneficiary form.

Qualified charitable distribution

You can donate all or part of your required minimum distribution to the Bodhi.  That amount is not taxed and lowers your adjusted gross income, allowing you to lower your taxes overall.  The Bodhi also does not pay tax on this amount.  The benefit to both you and the Bodhi is immediate

Appreciated stocks, bonds or mutual funds

Transfer appreciated stock, bonds or mutual funds owned for more than 1 year to the Bodhi.  The Bodhi then sells the securities, or holds them for appreciation. The benefit to you is a tax deduction for the fair market value of the product, and avoidance of capital gains tax. The Bodhi benefits in the present moment. Contact your broker for stock transfer fund.

Automatic monthly donation

You can set up a tax-deductible monthly donation to the Bodhi through your bank or via your credit card through the Bodhi website.  It is easy to do.  You can choose an amount that does not affect your budget and benefits Bodhi in the present, allowing the Bodhi to plan for income. Navigate to the Bodhi Website Donation Page and click on the button “Donate to the Bodhi.”  You will be directed to our secure donation page where you can select the amount of your monthly donation.