Plan to make a bigger difference

Explore how gift planning helps you support the causes that matter most to you while enhancing your personal financial strategy.

Let us help you

There are so many ways to invest in families in the Unbound program around the world, making lasting change possible for individuals in poverty. We encourage you to contact our Planned Giving Director for additional assistance and to ensure we have recorded the intended use of your donation.


Michael Calabria
Planned Giving Director

[email protected]

Reduce your taxes while giving

Stocks, bonds and mutual funds

Giving appreciated securities held more than one year allows you to receive a charitable deduction for the full market value of the asset and avoids capital gains taxes you would otherwise pay on the appreciated amount. Marketable securities are valued at the average market price as of the transfer date.

Donor advised funds

By establishing a donor advised fund (DAF), you have the flexibility to choose how much and how often you contribute to your favorite charities. It’s simple and convenient to support Unbound by initiating a grant recommendation from your DAF.

Individual retirement accounts

If you are 70 1/2 or older, you can transfer up to $100,000 in funds per year from your IRA directly to Unbound. Commonly referred to as the IRA charitable rollover or qualified charitable distribution (QCD), your gift is not considered taxable income. This is an effective way to satisfy your Required Minimum Distribution while supporting children, elders and families around the world.

Gifts of real estate

You can donate appreciated real estate to reduce your taxes while helping children, youth and elders build their paths out of poverty. You may also choose to donate only a portion of the property or retain use of the asset during your lifetime.

Give through your estate

Wills and trusts

No other planned gift is as simple to implement or as easy to change as estate or legacy gifts. Including Unbound in your will or trust costs nothing during your lifetime. You maintain use and control of assets and financial resources. However, the long-term funding it will provide later can create a lasting impact for a family in poverty. Please note, gifts intended to continue support for your sponsored friend should be made to Unbound for the benefit of the sponsored friend. Your sponsored friend should not be named directly in your will, trust, or a beneficiary designation.

Beneficiary designations

Similarly, naming Unbound as the beneficiary of a life insurance policy or retirement plan can provide a lasting gift with no current out-of-pocket cost. Easily establish Unbound as the beneficiary on life insurance policies, retirement accounts, bank accounts, brokerage accounts, commercial annuities, savings bonds or for DAF residuals by contacting your provider.

Unbound’s federal tax identification number: 43-1243999

Receive income from your gift

Charitable gift annuities

Through a charitable gift annuity, you transfer cash, securities or other property to Unbound and receive a charitable deduction, potential tax savings on capital gains, and fixed income each year to you and/or another designated beneficiary for a specified period or your lifetime. When the annuity payments end, the remaining principal is available to Unbound, continuing your legacy of empowering families to build their paths out of poverty.

Charitable remainder trusts

A charitable remainder trust allows you to transfer a gift of cash, securities, property or other assets to a third-party trustee for the future benefit of a designated charity, such as Unbound. You may continue to use the property and/or receive income from the gift for a specified period or your life, at which time Unbound would receive the remainder or residual portion of the trust assets.

Click "Personalize this diagram" below to create an example of how an annuity gift could work in your situation. Be sure to complete the contact fields if you’d like to hear from an Unbound representative for assistance.

Explore gift planning resources

Easy ways to make an impact

Discover all your options in detail through this special online resource.


Making a will is one of the most impactful ways to protect and plan for your legacy. Unbound has made it easy by partnering with FreeWill to offer their online will-writing tool to our supporters at no cost.

Personalized support

Michael Calabria, chartered advisor in philanthropy and planned giving director at Unbound, is always ready to answer your questions and provide options for your giving. There is no obligation, and any information you provide will be kept strictly confidential.

Contact him by phone or email:
[email protected]

Top-Rated and Reviewed

Unbound consistently meets and exceeds standards of third-party charity evaluators that help donors make wise giving decisions.
Unbound is awarded 4 out of 4 stars by Charity Navigator, with the highest score of 100 in the area of accountability and transparency.
Unbound is the only child sponsorship organization to receive CharityWatch's highest rating, an A+.
Unbound receives the distinction of Top-Rated Nonprofit from Great Nonprofits, based on reviews from people who donate to or benefit from nonprofit organizations.
Unbound holds the Platinum GuideStar Nonprofit Profile Seal of Transparency, the highest level of recognition offered by GuideStar.

Unbound is a 501(c) (3) nonprofit corporation, federal EIN: 43-1243999. Contributions are tax-deductible as allowed by law, unless otherwise noted.

This page provides general information about gift planning and is not intended to provide individual financial, legal, or tax information or advice. Unbound recommends that you speak with a tax adviser, financial adviser or attorney about how to make charitable giving part of your overall financial plan.

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