Gift Planning

Please contact us if you would like additional information or let us know if you have given to us in the past.

Contact Us
Farhat Husain
Assistant Product Manager
346.554.5599
[email protected]

Leaving a legacy gift to TCF-USA is a simple act of generosity that will create a ripple effect, touching lives of many children, their families and communities for generations to come. Your kindness will help make the world a better place beyond your lifetime.

Learn about many ways to give that benefit you and your loved ones.

Resources for Donors

Please contact us if you would like additional information or let us know if you have given to us in the past.

Farhat Husain
Assistant Product Manager
346.554.5599
[email protected]

Stock Transfer Notification Form

If you plan to transfer a gift of stock to our organization, please fill out our notification form.

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Help Charitable Unitrust
One Life Two Lives
Click the appropriate button for a One-Life or Two-Life presentation. Selecting One Life will cause the Second Person and the associated name and age fields to be hidden from view for that run.
Enter the name of the person. You may use such titles as "Mr.", "Mrs.", "Dr.", "Rev.", "Jr.", "Sr.", etc. For the remainder unitrust the first person is the first income recipient or beneficiary of the agreement.
You may enter the age of the person instead of the birth date. However, if the birth date is known, click on the calendar icon and choose your birth date. Since ages are to be rounded up if the gift date is within 6 months of the next birth date, entering the birth date is the most accurate method.
10% 12% 22% 24% 32% 35% 37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Enter the amount of cash or the fair market value (FMV) of the assest(s) used to fund the trust. For assets such as real estate, closely-held stock and other hard to value assets, the FMV would be the appraised value of the property on the date of the gift.
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
%
Enter the current return or yield of the asset(s) which will be used to fund the gift agreement. For example, if the trust will be funded with public-traded stock which is currently paying a dividend of 3%, the current return yield is, in turn, 3%. If the gift is funded with vacant land or a personal residence (assuming the property is not leased), the current return would be 0%.
%
Enter the percent income payout to the donor. You must select a trust percent payout of 5% or more.
Monthly Quarterly Semiannual Annual
Select either monthly, quarterly, semiannual, or annual income payments to the beneficiary(ies) of the income. The choice of payment frequency does affect the amount of the charitable deduction as the more frequent the payment (i.e. monthly as opposed to annually), the smaller the donor's tax deduction.
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Our Mission

The Citizens Foundation, USA supports the building of civil society in Pakistan by providing quality education to underprivileged children, promoting gender equality and advocating for reform of public education.