Planned Giving – Wills, Trusts and Annuities

With a planned gift to T4T, you can combine your desire to give to charity with your overall financial, tax, and estate planning goals.

Your GoalsYour StrategyYour Benefits
Maximize your deduction; minimize the gift details.Use cash to make your gift to T4T.org.Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on T4T.org's lifesaving mission.
Afford a larger gift to T4T.org – and avoid capital gains liability.Give appreciated stock or bonds held more than one year.Buy low and give high – make a gift that costs you less than the benefit it delivers to the Society, while avoiding capital gains tax.
Make a gift for T4T.org's future that doesn't affect your cash flow or portfolio now.Put a bequest in your will (cash, specific property, or a share of the estate residue).Today, you give a gift that costs you and your family nothing. Tomorrow, you get an estate tax deduction.
Retain income benefits from the assets you give to T4T.org – and thus afford a larger gift.Create a charitable gift annuity or a charitable remainder annuity trust or unitrust.Receive income for your lifetime; receive a charitable deduction; diversify your holdings
Reduce high tax liability now; gain additional income later.Establish a deferred gift annuity.These annuities offer a larger deduction and a higher income rate than other life-income gifts.
Tap one of the most valuable assets in your portfolio to make a gift to T4T.org.Use real estate to make your gift to T4T.orgAvoid capital gains tax, receive an income tax deduction, and have the option of a gift that doesn't affect your lifestyle.
Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren.Create a charitable lead trust that supports programs T4T.org for a fixed, finite period, with the principal going to your heirs.Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family.
Avoid capital gains liability on the transfer of a business or partnership interest.Contribute the partnership interest or closely-held stock to T4T.org.Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked.
Locate an overlooked asset that you can easily give to T4T.org.Name T4T.org as beneficiary of your retirement plan; leave other assets to family.Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.
Make an endowment gift from income, rather than from capital.Create a new life insurance policy, or donate a paid-up policy you no longer need.Increase your ability to make a significant gift to T4T.org.

For more information, call us at (310) 527-7080
so that we can assist you and your financial advisor through every step of the process.

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