Planned and Estate Giving
By joining The Family Trust, you can make a profound impact on Metropolitan Family Services. Your gift can take many forms—and all of them make a significant community impact on empowering families to learn, earn, heal and thrive. In many cases, planned and estate gifts provide donors like you with income and estate tax benefits while also supporting Metropolitan Family Services’ most important goals. We are happy to help identify giving options that work best for you and your family.
Planned and estate gifts may take the following forms:
- IRA Charitable Rollover: If over 70 1/2 years old, you can contribute your required minimum distributions (RMD) directly to Metropolitan Family Services.
- Securities: Appreciated marketable public and private securities (stocks/bonds/mutual funds) held for more than one year may be gifted to Metropolitan Family Services.
- Life insurance: A fully paid whole life insurance policy gifted to the Metropolitan Family Services.
- Charitable remainder trust: A trust that pays income for life (or for a term of years) to the trust beneficiary; upon the donor’s death, the principal passes to Metropolitan Family Services.
- Charitable lead trust: A trust that makes payments to Metropolitan Family Services for a period of time; the principal passes to donor(s) or beneficiary(ies).
- Real estate: Appreciated real estate held for more than one year gifted to Metropolitan Family Services.
- Gift annuity: Annuity that supplies fixed or variable payments for varying lengths of time gifted to Metropolitan Family Services.
- Retained life estate: A primary residence, vacation property, or farm/ranchland that the donor continues to live in or use for life.
- Bargain sales: Real estate or other valuable property sold to Metropolitan Family Services below market value.
- Personal property: Items such as marketable artwork, collectibles, antiques and automobiles.
- Donor-advised Fund: Direct donations to Metropolitan Family Services.
You may also choose to name Metropolitan Family Services as a beneficiary in your will, living trust, life insurance policy, pension, stocks/bonds/mutual funds, IRA, 401(k), 403(b), Keough, or other retirement plan or savings or brokerage account.
If you would like to name Metropolitan Family Services as a beneficiary to your will, trust or other account, please provide the following language to your legal or financial advisor:
Metropolitan Family Services, a 501(c)(3) charitable organization located at One North Dearborn, Chicago, Illinois 60602, Federal Tax ID #: 36-2167940, for Metropolitan Family Services’ general use and purposes.
For gifts that you would like to donate for a specific purpose, please contact Barbara West Stone, Chief Development Officer, at 312-986-4028 or firstname.lastname@example.org.
The charitable gifting instruments above are descriptive only and are not intended to serve as professional tax or legal advice. Metropolitan Family Services advises that you consult with your tax and legal advisors before making any charitable gift.
The Family Trust recognizes those who have made a special designation in their estate plans for Metropolitan Family Services. These families demonstrate a significant commitment to empowering families.
- Natalie Anenberg
- Patricia Ashbrook
- Mr. and Mrs. Erik Barefield
- Robert and Darden Carr
- Dennis Conroy
- Jennifer Straub Corrigan & Patrick Corrigan
- Emily and John Costigan
- Marie and Craig Duetsch
- Jan and Jerry Erickson
- Robert and Anne Faurot
- Wade and Beverly Fetzer
- Rhona and Julian Frazin
- Virginia and Gary Gerst
- Julie Hall
- Elizabeth Harrington
- Kyle Harvey
- Jane Holzkamp
- Jerry James and Kitty Bliss
- Carol B. Johnson
- Richard L. Jones
- Arthur O. Kane
- Robb Knuepfer
- Nancy and Robb Knuepfer, Jr.
- Marcia and Dave Knuepfer
- Richard Lowewenthal
- Anne and Ed Lyman
- Nancy Lynn and Andy Teitelman
- John and Lisa McClure
- Martha and Richard Melman
- Phyllis and Edgar Peara
- Barbara Petersen
- Ginger and Stanley Pillman
- Barbara Rapp
- Beth Dovenmuehle Rothermel
- Patrick J. Schauer
- Eileen P. Scudder and Russ Zimmermann
- Alfreda Shapere
- Laurie and Jim Shults
- John Stitzell
- James E. Thompson
- Donna and David Tropp