Gift Planning
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Fall 2004 Charitable Remainder Trust
Spring 2005 Gift Annuities
Fall 2005 Life Insurance
Spring 2006 Gift Annuities
Fall 2006 Your Will
Spring 2007 Estate Planning
Fall 2007 Estate Taxes
Spring 2008 Charitable Gift Annuities
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The Foundation offers a variety of planned giving tools. We help donors select the best tools to achieve their objectives in furthering the work of their church or other ministry.
- Donor Advised Funds: allow the donor to donate cash, appreciated
- securities, or other assets and receive an immediate income tax deduction. This is an irrevocable transfer, but the donor retains the right to “recommend” grants be made to the charities they wish to support.
The proceeds of the gift are held in a professionally managed investment account during the term of the agreement. The donor can recommend periodic distributions of income and/or principal. This makes it easy to make one gift of assets and direct the benefit to support multiple charities and/or support charities over a long number of years. It is also an ideal tool for those wanting to make large contributions because of high income in one year.
The initial Donor Advised Fund agreement provides recommendations for distribution of the remainder upon the death of the donor.
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- Updated 01/06/2010. Questions? Comments? Contact the webmaster at: sboultbee @ niumf. org (remove spaces)
- 1001 N. Western Ave., Suite D, Marion, IN 46952
- Telephone: 765.664.2327 Fax: 765.664.2598 Toll Free: 866.669.2327