Planned Gifts

Wills and Charitable Estate Planning

What is a planned gift?

At Harvest Aviation a planned gift is any gift that is not cash, that is, a gift that may be a bit more complicated, or take more time to accomplish than a gift of cash. Common planned giving vehicles are: wills, charitable lead trusts and charitable remainder trusts, and charitable gift annuities. Other types of planned gifts may involve various kinds of property, such as real estate or personal property (for example, a boat, airplane, or work of art). Still, others can relate to a gift from an insurance policy, or from an IRA or other tax-deferred retirement. Planned gifts can solve many financial problems which a donor might have and can also: (1) lower or eliminate capital gains taxes, (2) lower or eliminate estate taxes, (3) lower income taxes and (4) protect assets from creditors, etc. Harvest Aviation is able to deal with any planned gift opportunity as long as the gift: (1) has value and (2) can be accomplished in compliance with the Harvest Aviation Gift Acceptance Policy.
Below are listings of various planned gifts and a brief explanation of how they work and other information relating to Harvest Aviation’s gift planning program:
FREE Estate Plan Analysis
The Navigators, Harvest Aviation’s Legacy Giving Club
Bequest in a will or revocable trust
Gifts that pay you an income for your lifetime
Gifts of Publicly Traded Securities
Gifts from IRAs and Other Tax-Deferred Retirement Plans
Gifts of Life Insurance
Contact Harvest Aviation
The following are examples of language that might be used to indicate a gift to Harvest Aviation in your will or trust, depending on what it is that you want to accomplish:
Specific Bequests
Percentage Bequest
Residual Bequest
Contingent Bequest
Restricted Bequest

Stock Transfer Instructions

What you need to know to transfer stock to Harvest Aviation’s account at Ameritrade:

1. You will need to provide the following information to your stock broker in order to make a DTC transfer of stock from your stock account to the Ameritrade account of Harvest Aviation.

  1. Harvest Aviation Account Number: 494319202
  2. Harvest Aviation Account Type: Nonprofit organization
  3. Harvest Aviation Account Title: Harvest Aviation, Inc.

Harvest Aviation is now ECFA-accredited

ECFA accreditation means that we meet a set of standards of financial responsibility.
We are financially accountable, steward our resources well, are transparent…and trustworthy!
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