Planned Giving Videos

“When the time comes to transfer or sell your wealth, there are tax and practical reasons for including a charity in the plan.”

“A gift that costs nothing during your lifetime.”

“Your IRA can be taxed up to 60% if passed on to heirs, but there is no tax when it is used as a gift to charity. If you are 70½ or older, you can transfer up to $100,000 each year directly from your IRA to charity and not recognize it as income. Best of all, it also counts toward your minimum required distribution from the IRA for the year.”

“A blended gift is a “win-win” for all parties involved.”

“Retirement funds paid to your kids at your passing can get hit with heavy income and inheritance taxes, but are tax-free to charity.”

“You can direct the remaining balance in your donor advised fund to support your organization, rather than let it go to the sponsoring charity.”

“Did you know giving stock can be more beneficial than giving cash?”

“Give valuable assets that you no longer want to insure or maintain. You may get a deduction for your generosity.”

“Make an extraordinary gift, transfer the burden of managing the property, and remove a large asset from your taxable estate at the same time.”

“People often end up with more insurance coverage than they need.”

“You receive an immediate income tax deduction for the cash surrender value of the policy.”

“A smart way to reduce the tax burden on your heirs.”

“A pooled income fund works like a mutual fund by pooling and investing donations and paying the beneficiary an income for life. And if you donate appreciated assets, you pay no capital gains tax.”

“A great way to make a gift, receive fixed income, and defer or eliminate gains tax. It provides a steady cash flow and can be more beneficial than keeping an asset or selling it outright”

“You can deed your home, farm, or vacation house, save taxes with a current deduction, and still use the property for the rest of your life.”

“You can sell your property at a discount, deduct the difference, and receive a lump some or installment payments”

“You can make a gift and receive guaranteed fixed payments for life. Payments may be much higher than your return on low-earning securities or CDs.”

“You greatly reduce or avoid possible gift and estate tax on trust assets passing to family, if some trust income goes to charity for a few years.”