Planned Giving Goals Worksheet

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A Primary question to consider first is have you made out a will?

If you have not yet written a will, regardless of your charitable intent, please consider this.

If your goal is to: Then you can: And your benefits are:
Make a quick and easy gift. Simply write a check now, or give through our secure online process. An income tax deduction and immediate impact on us.
Avoid tax on capital gains. Contribute long term appreciated stock or other securities. A charitable deduction plus no capital gains tax.
Defer a gift until after my/our lifetime. Put a bequest in your will (give us cash, specific property, or a share of the residue of your estate). Your donations are fully exempt from federal estate tax.
Avoid capital gains tax on the sale of a home or property. Donate the real estate to us, or sell it to us at a bargain price. An income tax reduction plus reduction or elimination of capital gains tax.
Receive guaranteed fixed income that is partially tax-free. Create a SAFE Income Plan. Current and future savings on income taxes, plus stable income.
Avoid the twofold taxation on IRA and other employee benefit plans. Name us as the beneficiary of the remainder of the retirement assets after your lifetime. It lets you leave your family other assets that carry less tax liability.
Give your personal residence or farm, but retain life use. Create a charitable gift of future interest, called a retained life estate. It gives you tax advantages plus use of the property.
Make a large gift with little cost to you. Contribute a life insurance policy you no longer need. Current and possibly future income tax deductions.
Secure a fixed life income while avoiding market risks. Create a charitable remainder annuity trust. It gives you tax benefits and often boosts your rate of return.
Create a hedge against inflation over the long term. Create a charitable lead trust. Asset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated.
Create a hedge against inflation over the long term. Create a charitable remainder unitrust. It pays you a variable income for life and gives you tax benefits.
Make a revocable gift during your lifetime. Name us as the beneficiary of assets in a living trust. Full control of the trust terms for your lifetime.

Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist.