Planned Giving

Planned Giving is the integration of personal, financial, and estate planning goals with a person’s goals for charitable giving. It is an opportunity for charitable giving in circumstances that may not otherwise allow a donor to make a gift to charity.

Whatever the reasons, U.S. tax law is designed to encourage planned gifts. Planned gifts provide YOU the donor with financial flexibility and tax benefits as well as the opportunity to truly help make an impact in your community.

Determining what gift is right for you is just as important as making the gift. There are many options from which you can choose. The correct plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.

Gifts of Retirement Plans

Your retirement-plan benefits are very likely a significant portion of your net worth. And because of special tax considerations, they could make an excellent choice for funding a charitable gift. Retirement-plan benefits include assets held in individual retirement accounts (IRAs), 401(k) plans, profit-sharing plans, and 403(b) plans.

Gifts by Will

Include us in your will or trust and under current tax law, there is no upper limit on the estate tax deduction for your charitable bequests. Contact us for sample bequest language.

Gifts of Life Insurance

An important but frequently overlooked role of life insurance is the one it can play in charitable gift planning. Life insurance itself can be the direct funding medium for a gift, permitting the donor to make a substantial gift of the face value of the policy for a relatively modest annual fee.

Gifts of Appreciated Stock, Bonds, or Mutual Funds

As the contributor, you may claim your stock gift as an income tax deduction and bypass the capital gains tax. In turn, your contribution may instantly increase in value.

Please note that the tax laws regarding capital gains may change, which may impact the hold periods for stock uses for donations. You should consult with you personal financial or tax advisor before proceeding with these transactions for the most up-to-date information.

 

For more information on planned giving, please contact our Development Department
(847) 731-7165, ext. 109
cpatlan@asafeplaceforhelp.org

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