---

---

Gifts of Property, Life Insurance, Wills and Trusts

Real Estate
Real Estate makes a great gift, and offers great tax advantages.

Life Insurance
You can name Saraswati Bhawan as Final Beneficiary of your life insurance policy. A “Donate cash value policy” is no longer needed. Dividends are assigned to Saraswati Bhawan and it by-passes the will and comes by contract.

Trust Funds
You can establish a savings account "In Trust For" Saraswati Bhawan. Simply ask your bank for the necessary forms, and name yourself as the 'trustee.'

Wills and Estate Planning
You can make Saraswati Bhawan a beneficiary for a set amount, or a set percentage of your estate, or designate Saraswati Bhawan as residuary beneficiary.

 

Donate Investments

Stocks, bonds, options, and mutual funds can be donated by transferring them directly to Saraswati Bhawan's corporate brokerage account with TD Ameritrade. By donating your appreciable securities to Saraswati Bhawan everyone benefits - you can write off the full current market value as a tax deduction and you avoid income tax. Because Saraswati Bhawan is a 501 (c) (3) charitable organization, it is able to hold or sell the securities and proceeds are tax exempt. Please consult your financial advisor for more information and any limitations to this rule.

A note on our investment strategies: we engage in socially responsible investment strategies as recommended by Solari Investment Advisory Services. For more information about this innovative organization, click here.

Please contact Sangye if you are interested in making these types of donations. office@saraswatibhawan.org