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"Really, to do dharma practice, you need to be honest with yourself and be able to appreciate what it is you are doing. True honesty and appreciation give you confidence in life."
Tsoknyi Rinpoche III
Yogi Pema Trime
HELP THROUGH PLANNED GIVING
To discuss ways to help Pundarika and its projects through planned giving, please contact Michael Kunkel at 719.530.9177 or e-mail him at michael@pundarika.org
current options
a. life insurance gifts
Naming Pundarika as a beneficiary of your group or individual life insurance policy is an easy way to make a substantial gift. (Pundarika can be the sole beneficiary, a beneficiary of a percentage of the life insurance proceeds or the contingent beneficiary in case a loved one predeceases you.)
b. retirement plan gifts
You can name Pundarika as a beneficiary of an IRA or other account-type retirement plan (e.g., 401(k), 403(b) or profit sharing plan). This option helps reduce the tax burden on beneficiaries. Pundarika can be the sole beneficiary, a beneficiary of a percentage of the plan assets or the contingent beneficiary in case a loved one predeceases you.)
c. stock transfers
Domestic (U.S.) stock transfers can be accepted as charitable donations by Pundarika. Your broker or financial advisor can wire the stock directly to:
Pundarika Foundation
Custodied at Charles Schwab & Co., Inc.
Account # 2189-0746
DTC Clearing #0164, Code 40
It is important that you send an e-mail to esteban@pundarika.org confirming the transfer date, amount and the intended purpose of your donation.
Nangchen Nuns Carrying Yak Butter
d. gifts through a will or living trust
In your Will or Living Trust, you can name Pundarika as a beneficiary of a fixed amount of cash, a specific asset or a percentage of your estate at your death.
future options (under consideration)
e. charitable gift annuities (CGA)
To establish a charitable gift annuity, simply transfer cash, appreciated stock or mutual funds to Pundarika Foundation, and Pundarika agrees to make lifetime payments to you in return.
f. charitable remainder trusts (CRT)
A charitable remainder trust could allow you to avoid capital gains tax on the sale of appreciated assets. The asset is sold after it has been placed into the trust. You will also receive an income tax deduction for a portion of the value of your gift. There are two basic types of charitable remainder trusts:
- A charitable remainder annuity trust pays a set dollar amount each year equal to your chosen percentage of the original trust value
- A charitable remainder unitrust pays you a chosen percentage of the changing value of the trust each year
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