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IRS statistics show that most people give from cash, even though their wealth is held in non-cash assets*.
Planned Giving allows people to give from their assets as well as setting up other ways to give using annuities, insurance, estate planning and business profits.
Ways to Give
Every adult should have a will to provide for their family and loved ones upon their death. Otherwise, state law will determine how assets are distributed — and that might not be in accordance with your wishes and sometimes creates extra expenses and taxes. Learn More>>
Farming presents special opportunities to make donations to charity and reduce your taxes. You can give gifts of grain, livestock, equipment, etc. Not only do charities benefit, but you can deduct the cost of production and you may qualify for other tax benefits as well. Learn More>>
A donor advised fund is a smart, powerful, simple way to manage your charitable giving and is a more effective alternative to direct-to-charity giving or using a private foundation. Learn More>>
Life insurance is a practical and affordable way for you to do more than you may have thought possible. Gifts of $50,000, $100,000, $500,000 and even more are within reach. Donors no longer need to accumulate great wealth to make substantial and meaningful gifts. Learn More>>
Other Resources: Life Insurance Examples & Life Insurance Ideas
A Charitable Gift Annuity (CGA) is a simple concept: an arrangement that involves a charitable gift and an annuity. You make the gift (part of which is tax deductible), and then you receive fixed annuity payments each year for the remainder of your life. Learn More>>
Many people who own stocks or shares in mutual funds have watched the value of their investments increase. But now they face a problem – how to turn their investments into cash without losing a large portion of their gains to taxes. One answer is to donate all or a portion of your investment to charity. Learn More>>
Giving a charitable gift of real estate is an option for owners of farmland, commercial or residential rental property, or vacant investment land. Learn More>>
If you have a traditional IRA, you already know it can be a powerful vehicle for accumulating tax-deferred savings. But did you know that by donating it to charity at your death, you can avoid paying substantial taxes that would be due? Learn More>>
A Charitable Lead Trust (CLT) allows you to transfer assets into the trust, pay income to charity for a fixed number of years, and then (upon your death or at the end of the trust period) pay the remaining balance in the trust to your family or another (non-charitable) beneficiary. Learn More>>
A Charitable Remainder Trust (CRT) allows you to transfer appreciated assets into the trust, avoid taxes on the sale of the assets, and receive an immediate income tax deduction. Learn More>>
To learn more about Planned Giving, contact Andrew Gerber at 309.747.4546.