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.
- Charitable Lead Trusts: work in reverse of Charitable Remainder
- Trusts. The donor contributes assets to a newly created trust, names the charity to receive trust income, and names the beneficiary to receive assets at the end of the trust term. Typically, the remainder beneficiaries are family members. The trust term can be for the life of the donor or a term of years. During the trust term, income is paid to the charity.
The donor receives an income tax deduction for a portion of the initial gift. Earnings on trust assets are excluded from the donor’s taxable income.
The value of the donor’s gift of future income to charity reduces the taxable value of assets ultimately transferred to named beneficiaries. Furthermore, appreciation on assets held in the trust avoids federal estate tax at the donor’s death.
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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