Gift
Planning
Newsletters
Download these PDF newsletters.
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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- Gifts with Retained
Income, or Use of Property
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There are several very popular
planning techniques, which provide the donor with income for life and
the property going to the church upon the donor’s death. Most of these
gifting techniques provide very advantageous tax incentives. It is
usually possible to transfer property in a way that avoids capital gain
income, creates a current income tax deduction, and avoid estate tax on
the property. Some common tools used to achieve these goals include
Life Estates, Gift Annuities, and Charitable Remainder Trusts.
Click here to contact us.
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- Lifetime Gifts
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Almost any type of property can be
gifted to the church during your lifetime. Examples include cash,
securities, real estate, life insurance policies and personal property.
The tax incentives are much greater for some types of property than for
others. Gifts of property during your lifetime will
usually result in an income tax deduction and a reduction of estate taxes. For
some types of property, such as securities and real estate, you can also
avoid the capital gain income tax on the appreciation. For gifts of
securities and real estate, you get three tax benefits:
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1.
Avoid the capital gain tax
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2.
Get an income tax deduction
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3.
Reduce your estate tax liability
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Click here to learn more
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