Planned Giving: Leave a Legacy. Inspire the Future.
The Chinese Community Center invites you to help build a future where children grow, families flourish, and cultural heritage continues to thrive. Through thoughtful planning, your legacy can strengthen our community for many years to come.
Understanding Planned Giving
Planned Giving offers a meaningful way to support CCC through arrangements made during your lifetime—whether through your will, estate plans, or long-term financial strategies. These gifts often provide tax advantages while aligning with your personal goals and philanthropic vision.
Ways to Create Your Legacy
- Bequests: Include the Chinese Community Center (CCC) in your will or living trust.
- Easy to arrange
- Flexible and revocable
- Able to create a lasting impact for future generations
- Early childhood education and youth programs
- Chinese language and cultural education
- Support services for immigrant families
- Workforce development and financial literacy programs
- Health and wellness programs for seniors
- Ensure your gift is used according to your intentions
- Recognize your generosity
- Keep you informed about the impact of CCC’s work
- Beneficiary Designations: Name CCC as a beneficiary of a 401(k), IRA, other retirement plan, life insurance policy, or financial account.
- Retirement accounts such as IRAs or 401(k)s
- Life insurance policies
- Investment or brokerage accounts
- Donor-Advised Funds
- 10 percent of a retirement account
- A portion of a life insurance policy
- The remaining balance of a donor-advised fund
- Early childhood and youth education programs
- Chinese language and cultural programs
- Support services for immigrant families
- Workforce and financial literacy programs
- Health and wellness programs for our community
- Donor-Advised Funds: Recommend a grant to CCC from your donor-advised fund, or name CCC as a successor or beneficiary organization to support our mission over time.
- Fidelity Charitable
- Schwab Charitable
- Vanguard Charitable
- Greater Houston Community Foundation
- Early childhood education and youth programs
- Chinese language and cultural education
- Support for immigrant families
- Workforce and financial literacy programs
- Health and wellness programs for seniors
- CCC’s greatest needs
- Education and youth programs
- Services for immigrant families
- Senior programs and wellness initiatives
- Employer Matching Gifts: Multiply the impact of your donation by submitting a matching gift request through your employer’s matching gift program.
- Current employees
- Retirees
- Spouses of employees
- Early childhood and youth education programs
- Chinese language and cultural education
- Services for immigrant families
- Workforce development and financial literacy programs
- Health and wellness programs for our community
- Charitable IRA Rollovers: If you are 73 or older, you may direct up to $100,800 annually from your IRA to CCC tax-free, which may also count toward your required minimum distribution. Please consult your financial or tax advisor for details.
- Gifts may count toward your Required Minimum Distribution (RMD)
- Contributions go directly to CCC without being treated as taxable income
- Reducing your taxable income
- Satisfying all or part of your RMD
- Supporting a charitable organization, you care about
- Making a meaningful gift without affecting your current cash flow
- Early childhood education and youth programs
- Chinese language and cultural education
- Support services for immigrant families
- Workforce development and financial literacy programs
- Health and wellness programs for seniors
- $20,000 goes to CCC
- $20,000 is not counted as taxable income
- Maria only pays income tax on $10,000 instead of $30,000
- RMD requirement satisfied
- $15,000 excluded from taxable income
- CCC receives the full gift
- Taxable income reduced by $20,000
- Potentially lowers Medicare premium surcharges
- Supports programs serving immigrant families and seniors
- $5,000 is excluded from taxable income
- He receives a tax benefit even without itemizing
- Financial Advisors – to see how the rollover fits your retirement strategy
- Tax Advisors or CPAs – to understand how the gift affects taxable income and RMDs
- Estate Planning Attorneys – to integrate charitable giving into your estate plan
- IRA Administrators – to handle the transfer directly to CCC
- Properly acknowledge your generosity
- Ensure your gift is used according to your wishes
- Let you designate your gift to a specific program or CCC’s greatest needs
- Gifts of Stock or Property: Donate appreciated securities or other assets to strengthen our programs while potentially reducing capital gains taxes.
- Publicly traded stocks or mutual funds
- Bonds or corporate securities
- Real estate or land
- Other tangible personal property
- Make a larger impact than a cash gift
- Avoid capital gains tax on appreciated assets
- Receive a charitable income tax deduction for the full fair market value
- Support CCC programs without affecting your cash flow
- Early childhood education and youth programs
- Chinese language and cultural education
- Support services for immigrant families
- Workforce development and financial literacy programs
- Health and wellness programs for seniors
- If she sells the stock, she would owe capital gains tax on the $30,000 appreciation.
- Instead, she donates the stock directly to CCC.
- Result: CCC receives the full $50,000, and Maria avoids capital gains tax.
- He may claim a tax deduction for the fair market value of $25,000
- Reduces his taxable income while supporting community programs.
- She donates appreciated stock worth $10,000 instead of cash.
- Result: Programs receive $10,000, and her cash remains available for personal use.
- Financial Advisors – to ensure the gift fits your portfolio and giving strategy
- Tax Advisors or CPAs – to understand deductions, capital gains, and reporting requirements
- Brokerage Firms or IRA Administrators – to handle direct transfers
- Ensure your gift is processed smoothly
- Acknowledge your gift properly
- Direct your gift according to your wishes
- Properly acknowledge your generosity
- Ensure your gift is used according to your wishes
- Recognize your gift for a specific program or CCC’s greatest needs
Leave a Legacy Through a Bequest
A bequest is one of the simplest and most meaningful ways to support the Chinese Community Center (CCC) and the generations of families we serve.
By including CCC in your will or estate plan, you can create a lasting legacy that strengthens immigrant families, supports education,
and ensures critical community programs continue for years to come.
What Is a Bequest?
A bequest is a gift made through your will or living trust that is distributed after your lifetime.
It allows you to support the causes you care about while maintaining control of your assets during your lifetime.
Many supporters choose to leave a bequest because it is:
Your gift can help CCC continue serving the community for decades to come.
How Your Legacy Gift Can Make an Impact
A bequest to CCC can support programs that strengthen our community, including:
Your legacy gift helps ensure that families new to Houston have the resources, support, and opportunities they need to thrive.
Types of Bequests
There are several ways to include the Chinese Community Center in your estate plans.
Specific Bequest
You designate a specific dollar amount or asset.
Example: “I give $25,000 to the Chinese Community Center, Inc.”
Percentage Bequest
You designate a percentage of your estate.
Example: “I give 10% of my estate to the Chinese Community Center, Inc.”
Residual Bequest
You designate CCC to receive all or part of the remainder of your estate after other gifts are made.
Contingent Bequest
You designate CCC as a backup beneficiary if other beneficiaries are unable to receive the gift.
Suggested Bequest Language
If you are considering including CCC in your will or trust, you may wish to share the following language with your attorney:
“I give to the Chinese Community Center, Inc., a nonprofit organization located in Houston, Texas, the sum of $______ (or ______% of my estate) to be used for its general charitable purposes.”
Legal Information
Organization Name
Chinese Community Center, Inc.
Tax Identification Number (EIN)
76-0067885
Address
9800 Town Park Drive Houston, Texas 77036
Join Our Legacy Club
Supporters who include the Chinese Community Center in their estate plans become part of our Legacy Club, a special group of donors who are helping ensure CCC’s mission continues for future generations.
Legacy Circle members may choose to be recognized publicly or remain anonymous.
Let Us Know About Your Plans
If you have already included CCC in your will or are considering doing so, we would love the opportunity to thank you and learn about your wishes.
Sharing your plans allows us to:
Please contact us if you would like to discuss your legacy gift.
Support CCC Through a Beneficiary Designation
A beneficiary designation is one of the easiest ways to support the Chinese Community Center (CCC) while making a lasting impact on the community.
By naming CCC as a beneficiary of certain financial accounts, you can help ensure that future generations continue to benefit from programs that strengthen families, support seniors, and promote education and cultural connection.
What Is a Beneficiary Designation?
A beneficiary designation allows you to name CCC to receive assets from certain financial accounts after your lifetime.
You can designate the Chinese Community Center as a beneficiary of:
These gifts are simple to arrange and often do not require changes to your will or trust.
Why Consider This Type of Gift?
Beneficiary designations are a popular way to support charitable causes because they are:
Simple
You can often complete the process by filling out a beneficiary form through your financial institution.
Flexible
You can change your beneficiary designation at any time.
Tax Efficient
Certain assets, such as retirement accounts, may be more tax-efficient when given to a nonprofit organization.
How to Name CCC as a Beneficiary
1. Contact your retirement plan administrator, insurance company, or financial institution.
2. Request a beneficiary designation form.
3. Name the Chinese Community Center as a full or partial beneficiary of your account.
You may designate a specific percentage of the account or a specific amount.
For example, some donors choose to leave:
Legal Information for Your Designation
If your financial institution requests details about the organization, you may use the following information:
Organization Name
Chinese Community Center, Inc.
Tax Identification Number (EIN)
76-0067885
Address
9800 Town Park Drive, Houston, TX 77036
Your Legacy of Community Impact
A beneficiary gift helps ensure that the Chinese Community Center continues to serve the community for many years to come.
Your support can help sustain programs such as:
Your legacy will help future generations build strong and thriving lives in Houston.
Let Us Thank You
If you choose to include the Chinese Community Center in your beneficiary designation, we would be grateful to know about your plans so we can thank you and ensure your gift is used according to your wishes.
Sharing your intentions also allows us to welcome you as a member of our Legacy Club, recognizing those who have chosen to support CCC through planned gifts.
Questions?
If you would like more information about beneficiary designations or other planned giving opportunities, please contact us.
Chinese Community Center
9800 Town Park Drive
Houston, TX 77036
Give Through Your Donor-Advised Fund
A Donor-Advised Fund (DAF) is one of the easiest and most tax-efficient ways to support the Chinese Community Center (CCC) and the families we serve.
If you already have a DAF, you can recommend a grant today to help CCC strengthen immigrant families, educate the next generation, and support seniors in our community.
What Is a Donor-Advised Fund?
A Donor-Advised Fund is a charitable giving account established at a sponsoring organization, such as:
Donors contribute to the fund, receive an immediate tax deduction, and then recommend grants to nonprofit organizations over time.
Many families use DAFs to support causes they care about each year.
Why Support CCC Through Your DAF?
Your DAF grant can help CCC expand life-changing programs for our community, including:
For more than four decades, the Chinese Community Center has been a trusted community hub helping individuals and families build stable, successful lives in Houston.
Your support helps us continue that mission.
How to Make a Grant from Your DAF
Making a grant from your Donor-Advised Fund is simple.
1. Log into your DAF account.
2. Search for the Chinese Community Center.
3. Recommend a grant to support our programs.
If needed, you can use the following information:
Organization Name
Chinese Community Center, Inc.
Tax ID (EIN)
76-0067885
Mailing Address
Chinese Community Center
9800 Town Park Drive,
Houston, TX 77036
Designating Your Gift
You may choose to support:
If you would like to designate your gift to a specific program, please note this when recommending your grant.
Let Us Thank You
Some DAF grants arrive without donor information. If you recommend a grant, we would love to thank you personally and share how your gift is making an impact.
Please consider notifying us at:
gary.poon@ccchouston.org
Double Your Impact with Employer Matching Gifts
Many companies offer matching gift programs that allow employees to double or even triple their charitable donations. By participating in your employer’s matching gift program, you can increase the impact of your support for the Chinese Community Center (CCC) at no additional cost to you.
Employer matching gifts are a powerful way to expand programs that strengthen families, support seniors, and provide education and cultural opportunities for our community.
What Are Employer Matching Gifts?
Employer matching gifts are corporate giving programs in which companies match charitable contributions made by their employees.
For example:
If you donate $500 to the Chinese Community Center, your employer may contribute an additional $500, bringing your total impact to $1,000.
Some companies match donations at even higher levels.
Who Is Eligible?
Matching gift programs may be available to:
Eligibility and match amounts vary by company, so we recommend checking with your employer’s human resources department or corporate giving program.
Many large companies offer generous matching programs.
How to Request a Matching Gift
Requesting a matching gift is usually quick and easy.
1. Make a donation to the Chinese Community Center.
2. Check with your employer to see if they offer a matching gift program.
3. Submit a matching gift request through your employer’s website or a paper form.
Once approved, your employer will send the matching contribution directly to CCC.
Our Organization Information
If your employer requires details about the organization, you may use the following information:
Organization Name
Chinese Community Center, Inc.
Tax Identification Number (EIN)
76-0067885
Address
9800 Town Park Drive Houston, TX 77036
Why Matching Gifts Matter
Employer matching gifts help CCC expand programs that support the community, including:
By taking advantage of your employer’s matching gift program, you can help more individuals and families benefit from these services.
Need Assistance?
If you need help submitting a matching gift request or have questions about your company’s matching gift program, we would be happy to assist you.
Support CCC Through a Charitable IRA Rollover
If you are age 73 or older, you can make a tax-advantaged gift to the Chinese Community Center (CCC) directly from your Individual Retirement Account (IRA). This type of gift is known as a Charitable IRA Rollover, or Qualified Charitable Distribution (QCD).
A Charitable IRA Rollover allows you to support programs that strengthen immigrant families, educate youth, preserve cultural traditions, and provide wellness services for seniors in our community.
What Is a Charitable IRA Rollover?
A Charitable IRA Rollover allows individuals age 73 or older to transfer funds directly from an IRA to a qualified nonprofit organization.
Key points:
Benefits of a Charitable IRA Rollover include:
Current law allows individuals to transfer up to $100,000 per year directly from an IRA to a qualified nonprofit.
How Your Gift Helps CCC
Your IRA rollover gift can support programs that strengthen our community, including:
Your gift ensures that these programs continue to benefit families across the Houston community.
How to Make a Charitable IRA Rollover Gift
Making a gift is simple:
1. Contact your IRA administrator or financial institution
2. Request a Qualified Charitable Distribution (QCD) to the Chinese Community Center
3. Ask that the distribution be sent directly to CCC
Gifts must be transferred directly from the IRA to CCC to qualify.
Examples of Tax Benefits
1. Reduce Taxable Income
Maria is 74 and must take a $30,000 RMD from her IRA. She transfers $20,000 directly to CCC.
2. Satisfy RMD
David, age 75, has a $15,000 RMD. He transfers the full $15,000 to CCC.
3. Lower Medicare Premiums
Susan withdraws $50,000 annually from her IRA. She transfers $20,000 to CCC.
4. Benefit Donors Who Do Not Itemize
James, age 75, takes the standard deduction. He transfers $5,000 from his IRA to CCC.
Who Can Help You with This Decision?
We encourage donors to consult professional advisors before making a Charitable IRA Rollover. Experts can ensure your gift aligns with your financial and estate planning goals.
You may wish to speak with:
CCC Is Happy to Assist
While CCC cannot provide legal or tax advice, we are happy to work with you and your advisors to ensure your gift is processed smoothly and used according to your wishes.
Organization Information
If your financial institution requests details about the organization, please use the following:
Organization Name:
Chinese Community Center, Inc.
Tax ID (EIN):
76-0067885
Address:
9800 Town Park Drive, Houston, TX 77036
Inform Us of Your Gift
If you plan to make a Charitable IRA Rollover gift, we would appreciate hearing from you. This allows us to:
Support CCC Through Gifts of Stock or Property
You can make a powerful impact on the Chinese Community Center (CCC) by giving stocks, bonds, or other appreciated property. These gifts are a smart way to support programs that strengthen immigrant families, provide education, and promote wellness in our community.
Gifts of stock or property allow you to support CCC without reducing your cash flow, while potentially receiving favorable tax benefits.
What Are Gifts of Stock or Property?
A gift of stock or property is a donation of assets you already own, such as:
When you donate appreciated assets directly to CCC, you may avoid capital gains taxes that would apply if you sold the assets first.
Why Give Stock or Property?
Gifting stock or property can be an effective way to:
How Your Gift Helps CCC
Your gift of stock or property can strengthen programs that benefit Houston families, including:
Your gift ensures these programs continue to thrive and reach more families in our community.
How to Make a Gift of Stock or Property
Making a gift of stock or property is straightforward:
1. Contact your financial advisor or broker to initiate the transfer.
2. Notify CCC so we can track and acknowledge your gift.
3. Transfer the stock, bonds, or property directly to CCC’s account.
Gifts of publicly traded securities must be transferred directly to CCC to qualify for maximum tax benefits.
For gifts of real estate or other tangible property, CCC may require an independent appraisal to determine fair market value, which would be at the donor’s expense.
Examples of Tax Benefits
1. Avoid Capital Gains Tax
Maria owns stock valued at $50,000, originally purchased for $20,000.
2. Charitable Income Tax Deduction
David donates a bond portfolio worth $25,000 directly to CCC.
3. Larger Gifts Without Reducing Cash Flow
Susan wants to support youth programs but prefers to preserve her savings.
Who Can Help You With This Decision?
Before making a gift of stock or property, it’s a good idea to consult with your professional advisors:
CCC Is Happy to Assist
While CCC cannot provide legal or tax advice, we are happy to work with you and your advisors to:
Organization Information
If your financial institution requests details about CCC:
Organization Name:
Chinese Community Center, Inc.
Tax ID (EIN):
76-0067885
Address:
9800 Town Park Drive, Houston, TX 77036
Inform Us of Your Gift
We would appreciate hearing from you if you plan to donate stock or property. Doing so allows us to:
Make Your Donation Today!
Create a Legacy That Lasts
We are here to assist you in designing a gift that reflects your values and helps build a stronger, more vibrant community.
Contact Gary Poon
gary.poon@ccchouston.org
713-271-6100 x206
Let’s begin a conversation about how your gift can celebrate what matters most to you.