You can build a legacy of support for our neighbors in need by including Circle of Concern Food Pantry in your planned and estate giving. Gifts given through a planned strategy can support Circle’s mission, while also providing financial and tax benefits to you and your family.
If you are including Circle in your estate plans, please reach out to Cyndi or Tim at circle@circleofconcern.org or complete this simple gift intent form, so that we may share some information with you and your advisor — AND so that we may thank you personally! Planned gifts of all sizes truly make a difference, ensuring that Circle’s pantry and programs are here for future families.
Gifts made through the following means can make a lasting impact:
Wills & Trusts
Make a bequest (a gift from your estate) to Circle of Concern for a specific amount, for a percentage of your estate, or for all or a portion of what remains after you have made bequests to your family.*
Life Insurance
Designate Circle of Concern as a beneficiary or partial beneficiary. Contact the life insurance company and complete the appropriate beneficiary designation form.*
Stocks & Bonds (Gifts of Securities)
To make a gift of stock, instruct your broker to notify Circle of your stock gift by calling Cyndi or Beth at 636.861.2623, or by emailing circle@circleofconcern.org. We will provide you or your broker with account information needed to complete the transfer. When we receive your gift of stock, we will send a tax receipt noting the fair market value of the stock on the date we received the donation.**
We will need:
• Your name & mailing address
• The name of the stock
• The number of shares
• Estimated value
• Estimated date of transfer
• The name of your brokerage firm
IRAs, 401Ks or other Qualified Retirement Plans
Designate Circle of Concern as a beneficiary or partial beneficiary. Contact the retirement plan administrator and complete the appropriate beneficiary designation form.* If you are 70 ½ or older, you can use the IRA charitable rollover now to make a tax-free gift to Circle of Concern. If you have not yet taken your required minimum distribution (RMD) for the year, your IRA charitable rollover gift can satisfy all or part of that requirement. **
Donor-Advised Funds
A Donor-Advised Fund (DAF) is like a charitable investment account. You contribute funds (cash, securities or other assets) to a DAF and then recommend grants directed to your favorite IRS-qualified public charity(ies) — like Circle of Concern. You may benefit from immediate tax benefits, while the fund grows tax-free. Please note that contributions / grants made through a DAF are ineligible for the Missouri Food Pantry Tax Credit.
The Quicksall Legacy Society
When you name Circle as a beneficiary in your estate plans, you are eligible for membership in the Quicksall Legacy Society. For information about this or any planned giving matter, please contact Cyndi or Tim at circle@circleofconcern.org
Interested in joining the Quicksall Legacy Society? Please click here to learn more.
*The information in this publication is not intended as legal or tax advice. It is essential that you consult a financial planner, attorney and / or tax advisor to aid you in making these important financial decisions.
** To avoid income tax on gifts of stock or gifts made from an IRA or other qualified retirement plan, transfers must be made directly to Circle of Concern. Again, please consult an attorney or tax advisor when making these important decisions.
