Planned Giving

Supporting Dunedin Cares

Dunedin Cares, Inc. is a Florida non-profit charitable organization that relies on donations from members of its community to support its mission of eliminating food insecurity by providing food to those in need within our local community of Dunedin, Clearwater and Palm Harbor.

Dunedin Cares is a client-choice food pantry that enables guests to choose their food as they would at a grocery store rather than getting bags of food pre-packed for them by pantry staff. Our client-choice method creates an atmosphere of respect, building trust between clients, staff, and volunteers.

Your Support Helps!

Ways of Giving Dunedin Cares During your Lifetime

Cash Gifts

Consider giving Dunedin Cares, Inc. an amount of money each year as a gift or gifts during your lifetime. Individuals that do not itemize may deduct as an above the line charitable deduction up to $1,000 per year or $2,000 for married couples.

For those that itemize, consider accelerating your gifts in 2025 under the Big Beautiful Bill.
donorbox.org/dunedin-cares-food-pantry

Gifts of Appreciated Stock

Consider donating appreciated stock directly to Dunedin Cares as a tax-efficient way to give by avoiding capital gains tax and receiving a deduction for the stock's full market value.
donorbox.org/dunedin-cares-food-pantry

Gifts from your IRA

Dunedin Cares welcomes Qualified Charitable Distributions (QCDs) directly from an IRA by donors aged 70½ and older in accordance with IRS regulations. These tax-advantaged gifts allow eligible donors to transfer up to $108,000 annually ($216,000 for married couples filing jointly) for 2025 without recognizing the distribution as taxable income. In addition, a QCD can count toward satisfying your Required Minimum Distribution (RMD), making it a powerful way to meet IRS requirements while supporting a cause you care about.

A Grant from your Donor Advised Fund (DAF)

A DAF is a charitable giving account that allows you to contribute cash, stocks, or other assets to receive an immediate tax deduction, while also providing the ability to recommend grants to your chosen charities over time as the assets grow tax-free. Consider choosing Dunedin Cares as your chosen charity for a grant from your DAF.

Ways of Giving to Dunedin Cares From your Estate

Last Will and Testament or Trust

Consider naming Dunedin Cares, Inc. as beneficiary in your Will or Trust. The legal name is Dunedin Cares, Inc., and the Tax. ID number is 47-2522602.

Life Insurance Beneficiary Designation

Consider naming Dunedin Cares, Inc. as a beneficiary on your life insurance policy through a beneficiary designation form or online with your life insurance company.

IRA Beneficiary Designation

Consider naming Dunedin Cares, Inc. as a beneficiary on your Individual Retirement Account (IRA).

Payable on Death (POD) Designation on a Bank account

Consider naming Dunedin Cares, Inc. as “Payable on Death” (POD) designation on a bank account. Upon your death, the remaining balance in the account will avoid probate and be paid to Dunedin Cares to support its mission.

Transfer on Death (TOD) Designation on an Investment account

Consider naming Dunedin Cares, Inc. as “Transfer on Death” (TOD) designation on an investment account. Upon your death, the remaining balance in the investment account will avoid probate and be paid to Dunedin Cares to support its mission.

Charitable Trusts

Charitable trusts are tax-efficient ways to use your assets to provide for both your beneficiaries as well as Dunedin Cares.

Thank you for considering Dunedin Cares for giving during your lifetime and through your estate. Please contact Kristina Garcia, Executive Director at Dunedin Cares, to discuss planned gifts to Dunedin Cares. She can be reached at 727-410-8495 and Office@DunedinCares.org

The correct legal name to provide to your advisors is “Dunedin Cares, Inc.”
Tax ID no. 47-2522602

With the Big Beautiful Bill, review your giving strategy with your tax advisor and consider accelerating your giving for 2025.

This publication provides general gift planning information. It is not intended to provide legal or tax advice. We encourage you to consult with your attorney for legal advice and your certified public accountant for tax advice.