Planned Giving | International Esperanza Project

Planned Giving

Information on Bequests and Estate Planning

Thank you for considering International Esperanza Project in your future plans.

A bequest is a gift of property under the terms of a will or other estate planning instrument. This may include cash, publicly traded securities, or other types of real or personal property, such as jewelry, artwork, or real estate.

The content below is provided as general information and sample language. We strongly encourage you to consult your attorney or estate planning professional to determine the best way to include a charitable gift in your plans.


FAQ & Common Gift Planning Options

Include International Esperanza Project in Your Will or Estate Plan

You can include a bequest in your will specifying that a certain amount or percentage of your estate goes to International Esperanza Project.

You retain control of your assets during your lifetime, and your estate may receive a charitable deduction for the gift.

Give from Your Individual Retirement Account (Qualified Charitable Distribution)

If you are 70½ or older, you may be able to make a tax‑free gift from an IRA directly to a qualified charity.

This type of gift can count toward required minimum distributions and may reduce taxable income, depending on your situation.

Retirement Accounts (IRA, 401(k), and Other Plans)

You may designate International Esperanza Project as a beneficiary of retirement assets. After your passing, funds transfer directly to the organization.

This can be a tax‑efficient option because retirement accounts can be subject to income tax when inherited by individuals.

Life Insurance Policies

You can name International Esperanza Project as the beneficiary of a life insurance policy, or you can transfer ownership of a policy to the organization.

This can allow you to make a significant gift with minimal initial outlay and may provide tax benefits depending on structure.

Gifts of Stock or Securities

You may donate appreciated stocks, bonds, or mutual funds directly to International Esperanza Project.

Donating securities held for more than one year may help avoid capital gains taxes and may allow a charitable deduction for fair market value.

Donor‑Advised Funds (Dallas Foundation and Other DAFs)

You may recommend grants from your donor‑advised fund to support International Esperanza Project.

IEP is a charitable grantee of The Dallas Foundation, and DAF giving can be a flexible way to support the mission over time.

Royalty Interests in Oil, Gas, and Mineral Rights

Mineral interests can be complex and may require valuation and legal transfer filings.

These gifts may provide long‑term support and can be structured as an outright asset gift or as a gift of the income produced.

Personal Property (Art, Collections, Tangible Assets)

Gifts of art, collections, and other tangible property can be transferred directly, included in a trust or annuity, or left through an estate plan.

Depending on the gift, property may be used or sold to support IEP’s programs, and may provide tax benefits under applicable rules.

Business Interests

Giving shares in a closely held or family business may be a tax‑wise way to support International Esperanza Project.

Because these gifts involve valuation and tax considerations, consultation with an advisor is strongly recommended.

Charitable Gift Annuities

You may be able to make a gift in exchange for a fixed annual income for life (for you and possibly another beneficiary).

After your lifetime, remaining funds support International Esperanza Project’s mission, and a charitable deduction may apply depending on structure.


Contact

Lenica Marroquin
Development Director