Support the Ackerman Institute for the Family with a Charitable IRA Rollover.

If you are 70½ or older, you can make direct contributions from your IRA without owing any income tax on the distributions.

Benefits

• You pay no income taxes on the gift. The transfer generates neither taxable income nor a tax deduction, so you benefit even if you do not itemize your tax deductions.
• If you have not yet taken your required minimum distribution for the year, your IRA charitable rollover gift can satisfy all or part of it.

How It Works

• You must be 70½ years old or more at the time of your gift.
• You may transfer up to $100,000 directly from your IRA to the Ackerman Institute for the Family each year.

Contact your IRA administrator to transfer your IRA gift directly to the Ackerman Institute for the Family.

Advantages of Sustained Giving:

• Saves you from having to write a check or taking the time to provide the information needed each time you want to make an online donation.
• By contributing in installments of your choosing, you allow The Ackerman Institute for the Family to depend on your support on a regular basis, which helps us to better plan for the year ahead.

For questions about Sustained Giving, contact:

In addition to making an annual contribution, there are a number of spaces available for naming opportunities throughout the Ackerman Institute, such as studios and therapy rooms, ranging from $2,500 to $100,000. A naming opportunity is a wonderful way to honor a beloved family member or acknowledge a talented member of our faculty in a truly significant way.

Pledges may be spread out over five years, and we can supply more information or photos of any of these locations. Irrevocable planned gifts may also allow naming opportunities for you and your family

For the list of available naming opportunities and general guidelines at the Ackerman Institute for the Family, contact giving@ackerman.org.

You can ensure now for a future gift to The Ackerman Institute for the Family by including a provision for a bequest in your will or revocable trust.

Leaving a bequest ensures that you leave a significant gift to support the invaluable work of The Ackerman Institute for the Family to support families from all walks of life to move forward and heal.

Why is it important to make a Bequest Gift?

Your gift will continue to benefit The Ackerman Institute for the Family and all of  the families that it serves tomorrow, not just today. Your gift is revocable if you change the provisions in your will or your trust at any time.

Your gift leaves a lasting legacy for your family and all of the families that walk through the doors of the Ackerman Institute to heal and move forward.

Frequently Asked Questions

What is the difference between a will and a trust? 

A will is your instructional guide to survivors about how you want your property distributed. It is a revocable, private document that only goes into effect after your death.

A revocable trust is an entity that holds assets during your lifetime, then transfers ownership of hem — or benefits from them — as specified, upon your death.

There is no difference between wills and trusts in how they make charitable transfers. In some states the probate and distribution process is simpler with a revocable trust. Your advisors can guide you in choosing which vehicle will work better for you.

What if I’ve already written my will or trust? 

You can amend a will or trust to make a gift without rewriting the entire document. Your attorney can prepare a simple document, called a codicil, which adds a new bequest to Ackerman Institute for the Family while reaffirming the other terms of your will. Similarly, an attorney can prepare an amendment to a revocable trust to add Ackerman Institute for the Family as a beneficiary.

How often do you wish you could do more to have an impact and help a struggling child or family? You can make a significant impact by supporting the work of The Ackerman Institute for the Family. Through gift planning, you can support the work of the Ackerman Institute for the Family and create a legacy to help future generations of children and families heal and thrive.

Gift planning can also help you make smart decisions on the gift most appropriate for you to receive significant tax benefits. You may want to consult with your estate attorney regarding the gift that makes the most sense for you.

A Bequest Gift
A bequest from a will or a trust distribution to The Ackerman Institute for the Family is fully deductible for federal estate tax purposes, regardless of the size of the bequest. Such a bequest would help you provide for the continuity of  The Ackerman Institute for the Family’s work in the future.

Securities Gift
Giving appreciated securities may be more beneficial than giving cash. Learn how you can benefit.

Charitable Lead Trusts
Pass your assets to your heirs while supporting the Ackerman Institute for the Family during your lifetime.

Charitable Remainder Unitrusts
Receive income and major tax benefits for life while passing a significant gift to The Ackerman Institute for the Family later.

Retained Life Estates
You live in and gift your real estate.

Life Insurance Gifts
An easy way to give a significant gift to The Ackerman Institute for the Family with great tax benefits without affecting your current cash flow.

Retirement and IRA Gifts
Did you know your IRA can be taxed up to 80%? Find out how to avoid this.

For more information on how to take advantage of gift planning, please contact: 212-879-4900, ext 130 or giving@ackerman.org.