Planned Giving

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Extend your support to Sunflower Bakery and make a lasting impact on young adults with learning differences by ensuring they have access to innovative workforce development training programs and job placement.

With a planned gift to Sunflower Bakery, you can create a legacy of philanthropy combined with your overall financial, tax, and estate planning goals.

There are many options to leave a lasting impact through Sunflower Bakery. We can help you plan your personal legacy in a way that’s right for you.

Bequests

Create a legacy with Sunflower Bakery through a bequest in your will or trust. You can include language in your will or Trust to give a percentage, or a residual or specific amount to Sunflower Bakery.

Beneficiary Designation

An easy way to give is to designate Sunflower Bakery as a beneficiary on an investment, retirement, bank account or life insurance policy.

IRA Qualified Charitable Distribution (QCD)

If you’re 70 ½ or older, you can save on taxes by making a gift to Sunflower Bakery while decreasing your taxable income. If you are 73 or older, these gifts will also help meet your Required Minimum Distribution (RMD). A QCD permits individuals over 70 ½ years old to donate up to $100,000 directly from a taxable IRA. If you are married and each spouse has a taxable IRA, you can donate up to a combined amount of $200,000 in 2023. This amount increases from $100,000 to $105,000 in 2024.

Donor Advised Fund

Setting up a Donor Advised Fund is a simple, tax smart way to give to Sunflower Bakery today and in the future. It is a charitable investment account where assets have the potential to grow tax-free and you have the option to bundle your donation in a single year to increase your itemized tax deductions.

Charitable Remainder Trust

Another way to gift assets to Sunflower Bakery is through a Charitable Remainder Trust. There are many types of Charitable Remainder Trusts and selecting one that is best for you and your family is based on many factors including your income needs, tax situation and charitable goals. It is a way to avoid capital gains on appreciated assets, gain lifetime income and protect assets from creditors.

For additional information or questions please contact us at development@sunflowerbakery.org