Planned Giving

Wills and Trusts. Include Bread for the City in your will or revocable trust. You may dictate a sum of money or a percentage of your estate.

Life Insurance. Make a substantial gift for a relatively modest annual premium payment.

Retirement Plans. Income taxes on retirement-plan benefits are deferred but not avoided.  This combination of income taxes and estate taxes can result in a tax hit equal to 60 percent or more of the retirement-plan benefits.  Contributing through this medium to Bread for the City results in 100% of your retirement plan value being recognized.

Please consult with your financial advisor to determine which option is best for you.