More Information
For specific information on a particular type of gift, please contact Charles Roelofs at 616-454-3080 or via e-mail at croelofs@acton.org.
Acton Institute for the Study of Religion and Liberty
161 Ottawa Ave. NW
Suite 301
Grand Rapids, MI 49503
www.acton.org
616-454-3080
The information contained on these pages is not intended as legal or tax advice but as general information on planned giving. Laws governing planned giving and estate planning will vary from state to state and on your individual circumstances. The Acton Institute encourages all planned gift donors to consult an independent advisor and/or attorney before finalizing the types of gifts covered in this material.
Planned Giving
There are many ways you can make a gift to the Acton Institute that will enable us to promote our mission now and for years to come, while providing you and your loved ones with financial and tax benefits. Estate planning, however, is about more than just receiving a tax break. We are called to be stewards of what we have been given and worked hard to accomplish. The Acton Institute can help you combine your charitable interests with effective gift planning. Your contributions make it possible for us to build upon the success of existing programs while creating new opportunities for advancing our common quest to defend a free and virtuous society.
We appreciate your support and want to make the gift as effective and beneficial for you as it is for us. In addition to supporting the mission, gifts may provide additional income for you and your loved ones, and potentially reduce income or estate taxes. You can make a planned gift with cash, appreciated assets (stocks, bonds, and real estate), personal property, and life insurance.
In the pages that follow, you will find descriptions of several common ways in which you can make a planned contribution, understanding that everyone’s personal circumstances are different, Please contact Charles Roelofs to discuss your goals and plans for a potential gift. He will gladly assist you in creating a giving strategy personalized to your needs.
Planned Giving Comparison Chart
| Type of Gift | Potential Vehicle | Possible Benefits |
| Bequests | Will Revocable Living Trust |
Reduce Estate Tax |
| Beneficiary Designations | Life Insurance Retirement Plans CD’s Bank Accounts Brokerage Accounts |
Avoid Probate Reduce Estate Tax Income Tax Deduction |
| Appreciated Assets | Stocks Bonds Mutual Funds Real Estate Personal Property |
Income Tax Deduction Reduce Capital Gains Tax |
| Life Income Gifts | Charitable Gift Annuity Lead Trust Remainder Trust |
Generate Income Reduce Capital Gains Tax Reduce Estate Tax Income Tax Deductions |
