Planned Giving

For over 50 years, Arc Herkimer has been true to a simple mission: empowering people and enriching lives.

Arc Herkimer is continually and boldly progressing so that generations of individuals with disabilities will have the kind of future they deserve. We have been able to significantly impact lives through the generosity of those who are equally committed to building and transforming our community.

For those who are similarly inspired and want to leave a meaningful legacy, there are a number of ways to make a lasting difference.

If you are interested in planned giving, please call us today at

Charitable Remainder Trust

Establishing a Charitable Remainder Trust allows significant tax advantages and generates the donor guaranteed income for life or for a specified number of years. The remaining value of the trust will fund the donor’s charitable legacy. This is an especially attractive form of giving for those with appreciated assets that are subject to considerable taxable gains if sold. This form of an estate plan can also fund a Special Needs Trust, which ensures meeting the long-term needs of a beneficiary who is disabled.

Charitable Lead Trust

A donation to a Charitable Lead Trust will generate income to fund your charitable interest for a specified number of years or for a certain individual’s lifetime. The remaining value is preserved outside of the donor’s estate to pass on tax-free to his or her heirs when the Charitable Lead Trust comes to term.

Future Gift: Will, Life Insurance, Retirement Plan

These contributions allow the donor to name Arc Herkimer as a beneficiary in his or her will, or name the organization as a beneficiary of life insurance or retirement plans. Gifts of paid life insurance policies and portions of retirement plans, including minimum distributions, can also be made during a donor’s lifetime and provide considerable tax benefits.

Gift of Appreciated Assets

A donation of appreciated assets, that might include a transfer of stocks, provides current tax advantages and avoids payment of capital gains on these assets.

The information provided in this publication is an outline for planned giving and is not to be considered advice. Based on ever-changing tax laws, any individual considering a planned gift should consult with legal, tax and financial advisors. Arc Herkimer can refer prospective donors to professional attorneys and advisors who offer initial consultations at no charge.

Empowering people with disabilities and enriching lives throughout our community