01
Legacy
Bequest
Name Dominion as a beneficiary through a will, trust or beneficiary designation.
Ways to Give · Planned Giving
Give in the way
Give in the way
that works for you.
Dominion’s original giving resources outline direct, legacy and income-planning strategies that can help donors align generosity with personal, family and financial goals.
Start with your goals
There is more than one way to create lasting impact.
Giving to Dominion can be done directly or through gift structures that may offer tax, estate-planning or income considerations. The right approach depends on the asset, timing and goals involved.
Plan with qualified advisers. Planned gifts can involve legal and tax consequences. Review any strategy with your attorney, tax adviser and financial professional before acting.
Gift models
Explore the possibilities.
These are the gift models described on Dominion’s original How to Give page, reorganized here so donors can scan and compare them more easily.
02
Retirement
IRA Rollover
Eligible donors may make charitable distributions from an IRA under the rules that apply to qualified charitable distributions.
03
Beneficiary
Beneficiary Designation Gifts
Designate Dominion as beneficiary of a retirement, investment or bank account, or of a life-insurance policy.
04
Income
Charitable Remainder Unitrust
Transfer cash or appreciated property to a charitable remainder unitrust that can provide income for life or a term of years.
05
Income
Charitable Remainder Annuity Trust
Fund a charitable remainder annuity trust designed to provide a fixed income stream for life or a stated term.
06
Legacy
Charitable Lead Trust
A trust can make gifts to Dominion for a number of years before the remaining assets pass to family or other beneficiaries.
07
Property
Sale and Unitrust
A portion of property may be contributed to a charitable remainder trust before a sale, combining charitable support with cash and income planning.
08
Property
Bargain Sale
Dominion may purchase suitable property for less than fair-market value, with the difference treated as a charitable contribution subject to applicable rules.
09
Family
Give It Twice Trust
A charitable trust structure may provide children or other beneficiaries with an income stream while also creating a charitable gift.
10
Property
Life Estate Reserved
A donor may give a residence or other qualifying property while retaining the right to use it during life.
11
Flexible
Donor Advised Funds
A donor advised fund can support charitable gifts during life and can also be incorporated into longer-term family giving.
12
Income
Pooled Income Fund
A pooled income fund combines gifts from multiple donors and may provide income and charitable benefits under applicable rules.
13
Family
Unitrust & Special Needs Trust
A charitable remainder unitrust may be coordinated with special-needs planning to help provide for a loved one while supporting charity.
Choose your next step
Explore by asset, or begin with a legacy gift.
You do not need to know the final structure before contacting Dominion. Start with the asset you are considering or the outcome you want to create.
Explore assets
What to Give
Stocks, real estate, retirement assets, cash, insurance, mineral interests and business interests.
Plan a legacy
Planning Overview
Learn how a bequest can fit into an estate plan and review the basic options Dominion describes.
For you & your attorney
Bequest Language
Review organization details, bequest types and sample frameworks for discussion with your attorney.
Need help getting started?
Start with a conversation.
If you are considering a planned or non-cash gift, contact Dominion before completing the transfer so the team can help coordinate the appropriate next steps.
