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Planned Giving
What
is Planned Giving?
Simply stated, planned giving is a way for a donor to make a contribution
to Family Services in the future that could possibly benefit him today,
both financially and from tax deductions.
Why
do a Planned Gift?
A planned gift
is a win-win situation by providing a possible increase in current money
to the donor, providing for heirs, and benefiting Family Services at a
later time. Avoid capital gains tax. Avoid estate taxes.
Methods
of Planned Giving
Bequest
By Will:
A very easy choice
and can be changed at any time. You can leave cash, securities, real
estate, objects d'art, or any other real property.
Gift
of Life Insurance:
Some of our supporters no longer need their life insurance that was
purchased years ago to provide for children or other family members. If
that is your situation, please consider donating the policy to Family
Services. You may claim a charitable deduction for approximately the
policy's cash surrender value, and the proceeds are completely removed
from your estate.
Life
Estate Reserved:
Donor gifts his/her
home to Family Services but stays in it for his/her life. Donor is
responsible for upkeep and insurance, but receives a tax deduction and may
avoid estate taxes.
Family
Lead Trust:
Trust makes payments
to Family Services for a number of years. All assets return to family at
end of term. A good choice for the donor who wants to leave as much as
possible to family and wants to pay as little gift and estate tax as
possible. No income tax deduction.
For
questions or to obtain additional information, contact Brent Roubal,
Director of Community Support, at 920-436-4360 ext. 1332 or at broubal@familyservicesnew.org.
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