Planned Giving

Because TERI is a nonprofit organization, gifts are tax-deductible as permitted by law and can take a number of forms as noted below. Always advise with your tax attorney or estate planner.

Cash Gifts

This is the most immediate and impactful way in which to give to TERI. You can deduct a cash gift for income tax purposes in the year in which you contribute it. Your cash gifts are deductible up to 50 percent of your adjusted gross income for the taxable year, and any excess is deductible over the next five years.

Stock Gifts

Gifts of appreciated securities and mutual funds can be extremely beneficial ~ to both TERI and the donor. Gifts of marketable stocks or mutual fund shares that have appreciated can have an immediate impact on your favorite TERI program ~ and also create an immediate income tax deduction for you based on the assets' current value. And because there is no capital gains tax when you make the gift, you save on taxes twice.

Gifts of Real Estate

If you own property that is fully paid off and has appreciated in value, an outright gift to TERI may be the simplest solution. You can deduct the fair market value of your gift, avoid all capital gains taxes and remove that asset from your taxable estate. You can transfer the deed of your home or land to TERI now and keep the right to use the property for your lifetime and that of your spouse.

Your property opens the door to a unique giving opportunity: donate the property to TERI, either now or whenever you no longer need it. You can give the property outright, place it in trust, retain the use of it for life or give it by will. All of these methods will enable you to enjoy personal financial benefits while supporting our work in a meaningful way.

Matching Gifts

Personal gifts made by individuals to TERI may be matched by businesses and corporations. Matching gifts are an important source of funds for nonprofit organizations. They also are an increasingly important way for companies to allow employees to direct a portion of their employer's income to support the charity of their choice with a financial contribution.

Gift matching procedures can vary from company to company.

Pledged Gifts

Gifts may be made in annual installments of cash or stock, enabling donors to be recognized for a larger amount than a one-time donation might permit.

* Annual Gifts. Installments may be paid once-a-month over 12 months.

* Capital Campaign Gifts. Installments may be paid over a five-year period.

* Endowment Fund Gifts. Multi-year pledge payment installments can be arranged according to the donor's wishes.

Tribute Gifts

A gift to TERI is a wonderful way to honor or remember a loved one and is meaningful to both TERI and the recipient. Honorees receive a letter acknowledging the gift and memorial cards are sent to families as well.

For information on how you can participate in Planned Giving, please contact John De Michele at 760-721-1706 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it