Through a memorial gift, you can celebrate or honor the life or contributions of a family member or friend.

There may be no better way to honor a loved on or special friend.  A gift in honor of others can be especially thoughtful.

There are a number of ways to make a memorial donation:

This is the most popular method of donations to the Foundation and is tax deductible.

A bequest to the Holy Trinity Greek Orthodox Foundation of Charlotte through your will is simple and easy.  One method is to have a codicil (supplement) to your will stating "I give the rest, residue, and remainder of my estate (or dollar amount, or a fractional portion, such as 25%) to the Holy Trinity Greek Orthodox Foundation of Charlotte."  This is the most common planned gift and one that can provide you with valuable estate tax savings.

This is a simple way to make a sizable charitable contribution through the gift of life insurance policy when it is no longer needed for your family's protection.  Another way is to purchase a new life insurance policy naming the Foundation as the beneficiary.  The premiums are tax-deductible.

If you own low-yielding assets like real estate or securities that have appreciated in value, instead of selling those assets and incurring tax at the time of sale, donate them to a Charitable Trust.  A Charitable Trust can help you avoid income and estate gift taxes and still allow you to receive income during your lifetime from a valuable asset.

When family wealth transfer of $1,500,000 or more are involved, proper planning may save your family from the effects of estate taxation.  A charitable lead trust is a popular method of reducing or avoiding any estate/gift taxes while transferring large amounts of assets to your children or grandchildren.  You can establish a Charitable Lead Trust during your lifetime, or as a testamentary trust through your will.  The trust would pay the Foundation a stream of tax-deductible income for a period of years, and then is transferred to whomever you desire.

A charitable annuity allows you to contribute assets to the Foundation and get a charitable deduction.  In turn, the Foundation will provide you with a guaranteed income stream for life.