Planned Giving Opportunities

Your gift ensures that Lions Services will have the financial resources to continue its mission to empower people with vision loss. 

Planned giving can help you:

  1. Reduce your income taxes
  2. Avoid capital-gain tax.
  3. Increase your spendable income

Types of Planned Gifts Include:

Donor Advised Funds (DAF)- an account where you can deposit assets for donation to charity over time.

GIFTS OF ASSETS
The simplest way to support Lions Services is through cash gifts, but creative gifts of assets can include stocks, bonds, and property (real estate and personal property such as artwork). These not only may provide you with charitable deductions but often offer additional tax savings.

GIFTS BY WILL
Through various types of bequests for Lions Services, you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support a better life for the blind community for years to come. 

GIFTS OF RETIREMENT-PLAN BENEFITS
You may consider using retirement-plan benefits to make a significant gift that will support Lions Services Mission.

For general questions about making a planned or estate gift, contact Agatha Bisbikis at agathab@lionsservices.org or (704)704-921-1527 ext. 621.