Planned Giving

Please reach out to Bobbi Frazes Goldman at bgoldman@havedreams.org or 847-685-0250 x112 with any questions.

Donor Advised Funds

A donor advised fund (DAF) can serve as a charitable investment account for which you, as the donor, can recommend grants or donations to support IRS qualified charitable organizations that are meaningful to you. 

Consider donating to Have Dreams through a Donor Advised Fund. Have Dreams is an IRS-qualified charity eligible for DAF donations.

Have Dreams
515 Busse Highway, Suite 150
Park Ridge, Il 60068
EIN: 36-4078008

  1. If you already have a Donor Advised Fund, designate Have Dreams as the charity recipient of your DAF donation, and the amount of funds you wish to donate to Have Dreams through your Donor Advised Fund.

  2. If you wish to set up a Donor Advised Fund, contact your financial advisor, a financial services agency or inquire with your company about setting up a DAF for charitable giving.

  3. Giving through Donor Advised Funds can be named gifting or anonymous.

IRA Charitable Rollover (Qualified Charitable Distribution-QCD)

The qualified charitable distribution is an important tool that lets donors age 70 ½ or older help charities of their choice and reduce tax burden in two ways: Lower their taxable income and reduce the required minimum distributions (RMDs) that can increase their income.

You can search here to verify Have Dreams (EIN 36-4078008) as an IRS qualified tax-exempt organization.

  • A qualified charitable distribution (QCD) is a tax-free donation from your individual retirement account (IRA) to a qualified charity. [1]

  • You must be age 70 ½ or older to make a qualified charitable distribution.  [1]

  • A qualified charitable distribution is not included in your taxable income. [2]

  • You can’t deduct a QCD from your taxes, but the savings on your income may still make this kind of donation a tax-savvy move.  [1]

  • A qualified charitable distribution counts toward your required minimum distributions. (RMDs). [3]

Source: Investopedia: Qualified Charitable Distribution (QCD): What It Is, How It Lowers Your Taxes

Stock Donations

Donations of appreciated stock can benefit both Have Dreams and the donor.  Stock donations save the donor on capital gains and income taxes, and can provide a contribution of greater value to the charity recipient than if the donor was to sell the stock, pay taxes on the stock sale, and donate cash to the charity.

To make a stock donation to Have Dreams, contact:
Cathy McCarthy, Director of Finance at Have Dreams
cathymccarthy@havedreams.org

Estate Gifts /
Will or Trusts

A gift from your estate is a simple and meaningful way to create lasting opportunities for children, teens and adults living with autism. By including Have Dreams in your will or living trust, you ensure that future generations can discover community, purpose and independence.

Ways to give through your Will or Trust:

  • Gift of a Specific Dollar Amount: Leave a set dollar amount or specific asset to Have Dreams.

  • Percentage Gift: Designate a percentage of your estate so your gift stays in proportion as your estate’s value changes.

  • Remainder or Contingent Gift: Leave all or part of what remains after other gifts and expenses have been paid or upon the failure of more remote beneficiaries to survive you.

Suggested Will Gift Language:

“I give to Have Dreams, a nonprofit organization incorporated in the state of Illinois, with its principal office at 515 Busse Highway, Suite 150, Park Ridge, [the sum of $ or % of my estate or a percentage of the remainder of my estate after paying other specific gifts] to be used for general purposes.”

If you would like your gift to support a specific program or initiative, we will gladly work with you and your attorney to craft language that reflects your wishes.

For more information, please contact Bobbi Frazes Goldman, Director of Development at Have Dreams bgoldman@havedreams.org