Planned Giving

Imagine making a difficult time easier for an ill child and his or her family. It’s easy to make a lasting impact through any of our planned giving options. Plus, many of these options provide income and tax benefits.

At The Ronald McDonald House, we’re building a home unlike any other – one that provides reassurance and daily comforts to families in great need. Through our planned giving options, you can help us continue to build and shape that home and, in turn, provide families with a priceless gift: the ability to be near their child throughout the course of medical treatment.

A gift of cash or a check is of course always welcomed, but you can also build a legacy by arranging a charitable plan in any of the following ways. In fact, many of these options provide income and tax benefits.

However you choose to support us, you can rest assured that you are helping to change the lives of children and their families far into the future. For more details on how you can make a difference, please contact us at 732-222-8755.

Bequests

The most common form of planned gift is the bequest, which is a gift through a will or similar document.
Life Insurance and Retirement Plans

You can name The Ronald McDonald House as an owner or beneficiary of a life insurance policy or retirement plan.

Revocable Trusts

You can provide deferred gifts to The Ronald McDonald House through a living trust, which is a legal instrument similar to a will. In this case, a person transfers his or her assets to a trust, which is administered by a designated trustee.

Charitable Remainder Unitrust and Annuity Trust

The unitrust allows you to provide income to yourself or others for life or for a term of up to 20 years. With this gift, you transfer assets to The Ronald McDonald House for investment, and you or your income beneficiaries receive a fixed percentage of the unitrust’s market value each year. The Ronald McDonald House would then receive the remainder of the trust after the income beneficiaries pass away. The annuity trust differs from the unitrust in that the annuity payments to life beneficiaries are a fixed dollar amount for the life of the trust.

Charitable Lead Trusts

This involves the transfer of assets to a trust which makes specified payments to The Ronald McDonald House for a fixed number of years, after which the remainder of the trust is transferred back to the donor or to designated beneficiaries. A charitable lead trust can often reduce a beneficiary’s taxable income.

Charitable Gift Annuity

A gift annuity is when a donor gives money, appreciated property or other assets to The Ronald McDonald House, and we in turn pay a fixed annual income for life to the donor. A portion of each payment is tax free, and you receive an immediate income tax deduction.