“A Dollar For Change”

Cash Gifts

Gifts of cash, made by check or on-line are the most popular form of charitable giving. Cash gifts are attractive because they are simple to make, immediately effective, and easily directed to the greatest needs. Cash contributions may be deducted up to fifty percent (50%) of the donor’s adjusted gross income. Should the gift total exceed this amount for one year, the remaining deduction may be used in succeeding tax years for up to five years.

In addition to checks, the use of a credit card or direct deposit arrangement allows the donor to make a gift with a simple phone call or to make a significant gift through monthly installments.   Please mail to: ISEE, Inc. - PO Box 4639 – Chicago, IL. 60680

Matching Gifts

Many companies will match the contributions made by their employees, thereby doubling or even tripling the gifts made to their charity of choice. Ask your company about its policies and procedures regarding matching gifts.

Annual Giving

Annual gifts of $1,000 or more from individuals, corporations, foundations, and organizations significantly underwrite the "Six Agents of Change" programs and services we provide. We gratefully acknowledge your generous giving in the following ways:

ISEE Partners: $1,000 or more annually
ISEE Star:  $2,500 or more annually
ISEE Super Star: $5,000 or more annually
ISEE Champion: $10,000 or more annually

ISEE Committed Giving Team of Honor

The ISEE Committed Giving Team of Honor is the Institute For Self Esteem & Evaluation (ISEE), Inc. highest level of recognition and honor. It includes those who have made a 5-year pledge and gifts that significantly underwrite both the annual ISEE programs and special initiatives directed at those individuals most at risk in Urban-America.

ISEE Builder’s Team: $1,000 per year for 5 years
ISEE Agents of Change: $10,000 per year for 5 years
ISEE Transformation Team: $25,000 per year for 5 years

Endowments and Gift Initiatives
The Institute For Self Esteem & Evaluation (ISEE), Inc. seeks gifts to endow its ongoing self esteem programs and activities, as well as special initiatives to provide self awareness education and other services to everyone. We invite donors to meet with us to establish an endowment and review our greatest needs.

Gift Planning Ideas Help You and Those We Care For

When you make a planned gift to ISEE, Inc., you make a difference in the lives of working families, children, and seniors in need of self esteem skills. In addition, you may receive a number of financial benefits, including significant tax reduction, and the chance for your contribution to go further.

As an aid to our donors, this resource briefly outlines the most popular types of charitable gifts and explains the charitable income tax benefits. We welcome the opportunity to discuss these ideas with you.

Members of ISEE, Inc.
Members of ISEE, Inc. is a donor service that allows you to pre-authorize your gift to the Institute for Self Esteem & Evaluation (ISEE), Inc. on a monthly basis. You can enjoy the convenience of having your monthly donation deducted from your checking account or charged to your Visa, MasterCard, Discover or American Express. No check writing. No stamps.

Q: How does it work?
A: Simply fill out the Donation form. Tell us how much you want to pledge per month, and PayPal will deduct it from your checking account or charge your credit card.

Q: What if I change my mind?
A: You can increase, decrease or cancel your pledge at any time. Simply e-mail PayPal.

Q: What record do I have of my monthly pledge?
A: PayPal provides you a monthly statement showing the amount paid to ISEE, Inc.

Q: How does the Members of ISEE, Inc. Program help the Institute for Self Esteem & Evaluation (ISEE), Inc.?
A: More of your gift goes toward self esteem programs, since you are saving us time and money by eliminating gift solicitation appeals and other administrative costs. You provide a reliable and steady year-round stream of resources to help and assist fund educational programs and coaching each month.

Giving Appreciated Assets

Gifts of assets that have gone up in value since their purchase can be particularly beneficial to the donor. Consider that:

  • Sales of stocks, bonds, mutual funds and real property that have appreciated, generate a taxable capital gain.
  • Gifts of appreciated assets to the Institute for Self Esteem & Evaluation (ISEE), Inc. are deductible at their full fair market value if they have been held longer than twelve months.
  • The full fair market value of these assets can be deducted up to thirty percent (30%) of the donor’s adjusted gross income.
  • Excess deductions can be carried forward into as many as five additional tax years.

How Do You Make a Gift of Stock or Bonds To ISEE, Inc.?

  1. Contact your Investment Advisor about your intent to donate. He or she can help you determine which stocks in your portfolio are the best candidates for donations.
  2. Let your Investment Advisor know that you would like to donate stock to:

Institute for Self Esteem & Evaluation (ISEE), Inc.
PO Box 4639
Chicago, IL. 60680


Contact: Frederick Penn
Executive Director


Tax ID #: 52-1871813

Example: William Jones inherited a tract of land from his mother in 1980 that has a cost-basis of $25,000. Because of recent development in the area, the land has an appraised fair market value of $300,000. Mr. Jones makes a gift of the land to establish a memorial endowment in his family’s name.

As a result, the Institute for Self Esteem & Evaluation (ISEE), Inc. has the benefit of a $300,000 gift. Mr. Jones has the benefit of a $300,000 income tax deduction, which may be used up to 30% of his adjusted gross income in the year of the gift and, if needed, carried forward into the next five years. Most importantly, Mr. Jones has contributed to the positive transformation of Urban-America.

Gifts of Securities

As noted above, giving appreciated stocks or bonds allow the donor to make a significantly greater gift than the original cost of the assets. With certain limitations, the donor may deduct the full fair market value of long-term appreciated securities that have increased in value. The gift of appreciated assets usually avoids the tax on the gain.

Gifts of securities are deductible up to thirty percent (30%) of the donor’s adjusted gross income with a five-year carryover. The donor may elect to qualify for a fifty percent (50%) adjusted gross income ceiling by reducing the value of the gift by the full amount of its appreciation, deducting only what was originally paid for the asset.

Bequests

One of the easiest and least expensive ways to assist the Institute For Self Esteem & Evaluation is to include a bequest provision in your will or revocable trust. Since it is simple to update or revise your will, bequests allow you the most flexibility and security should your circumstances or plans change.

Types of bequests:

  • Outright funded with specified assets such as cash, securities, real estate, or personal property
  • Residual provides a share of the remainder of your estate after your heirs have been provided for
  • Contingent distributes property only if you outlive your heirs
  • Testamentary Trusts provides one or more heirs with income for life, after which the assets are transferred to the Institute For Self Esteem & Evaluation (ISEE), Inc.

You can provide a bequest for ISEE, Inc. by revising your will, adding a codicil to your existing will, or including ISEE, Inc. in a revocable trust. There are several ways to make distributions in your will:

  • Percentage of Estate: Allows for flexibility and changes in estate assets over time – “I give, devise, and bequeath to the Institute for Self Esteem & Evaluation (ISEE), Inc. ____% of my estate.”
  • Specific Dollar Amount: Helps to meet identified endowment or gift levels – “I give, devise, and bequeath to the Institute for Self Esteem & Evaluation (ISEE), Inc. the amount of $______.”
  • Specific Property: Identifies specific property or items you wish to give – “I give, devise, and bequeath to the Institute for Self Esteem & Evaluation (ISEE), Inc. the following property ________.” (be sure to identify locations)
  • Residue of Estate: Whatever is left after other bequests have been granted – “All the residue of my estate, including real and personal property, I give, devise, and bequeath to the Institute for Self Esteem & Evaluation (ISEE), Inc.”

These forms are samples only, not intended for actual use in your will. Consult your attorney when preparing any legal document.

ISEE, Inc. Will Establish Giving through the United Way or Combined Federal Campaign (CFC)

How to Contact Us

The Institute for Self Esteem & Evaluation (ISEE), Inc. is recognized as a 501(c)3 organization, qualified to accept, administer, and disburse charitable gifts. Overseen by a Board of Directors, the Institute for Self Esteem & Evaluation (ISEE), Inc.administers all gifts in a business-like manner in accordance with the donor’s wishes.

If you would like more information, please write or e-mail to:
ISEE, Inc. - PO Box 4639 - Chicago, IL. 60680
frederick@iseeinc.org

This information is not intended as specific legal advice. Consult your attorney when considering any legal matter. State laws that govern wills and contracts vary and are subject to change.