Memorial & Honorary Gifts

If you have a family member or friend whose life has been touched by the Anne Carlsen Center, we hope you’ll consider making a gift to us in honor of that person or yourself.

Is this Gift Right for You?

By providing a honorary gift it establishes a living tribute that allows you to:

• Honor a loved one or yourself
• Support our continuing efforts
• Receive personal financial benefits from your contribution.

If you feel reluctant to condition your gift upon personal recognition, please keep in mind that allowing us to use your name, or the name of a loved one, can inspire philanthropy in others and further a cause that’s important to you, such as the mission here at the Anne Carlsen Center.

Benefits of this Gift

No matter if you choose to give a gift outright today, or wish to list us as part of your will, you have the ability to endow your gift so that it lasts forever. Endowments are structured so that a small portion of your gift, rather than the whole amount, is used each year to fund a particular purpose or program at the Anne Carlsen Center. To perpetuate the fund forever, the majority of the fund always remains intact and is invested for the future.

How to Make this Gift

Any charitable gift you arrange can be made in honor of someone. Consider these two basic methods of establishing an honorary gift.

Giving a gift today—An outright gift can help fund our immediate needs, upcoming project or event. The financial benefits include an income tax deduction and possible elimination of capital gains tax.

Giving a gift through your will or living trust—You can include a bequest in your will or living trust stating that a specific asset, certain dollar amount or—more commonly—a percentage of your estate will pass to us at your death in honor of your loved one.

For More Information

We understand these gifts are complicated, that’s why we would be happy to work with you and your advisors to discuss a potential gift that meets your financial goals while also supporting our mission. You are not alone in making these life-impacting decisions. Please contact The Foundation at 1-800-568-5175 to help you answer any questions you may have or to futher discuss your giving options.

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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney.  References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.