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Please contact me regarding:
Bequests.
A bequest is exempt from federal estate tax which allows you to defer a gift until after your lifetime. You can name the Foundation in your will for a specific amount, a percentage, or a share.
Revocable Living Trusts.
A revocable living trust gives you control of your gift for your lifetime. It allows you to name the Foundation the beneficiary of assets in a living trust.
Charitable Gift Annuities.
A Charitable Gift Annuity allows you to supplement your income with a guaranteed, fixed amount that is partially tax free.
Charitable Remainder Trust.
Create a hedge against inflation with a gift of real estate or other appreciable asset. A trust can pay you a set income annually, or a fixed percentage of assets revalued annually. You receive a fixed or variable income for life with an income tax charitable deduction.
Gifts of Insurance.
You can contribute a life insurance policy and/or name the Foundation as a beneficiary. You get a current income tax deduction and possible future deductions on policy premiums.
Gifts of Securities.
When you contribute long-term appreciated stock or other securities, you can receive an immediate charitable deduction and avoid capital gains tax.