A Planned Gift could be:
WILL OR CODICIL BEQUEST: A bequest in your will can be used to leave any of the above outright gifts to ShelterBox USA or to establish a planned contribution.
CHARITABLE GIFT ANNUITY: It is possible to make a donation of cash or securities to establish a Charitable Gift Annuity to provide you or another individual with guaranteed, partially tax-free income for life.
CHARITABLE REMAINDER TRUST: A Charitable Remainder Trust provides an individual with income for either life or a term up to 20 years from the date the gift is made. When the trust terminates, ShelterBox USA receives the trust’s principal.
CHARITABLE LEAD TRUST: A Charitable Lead Trust provides ShelterBox USA with a steady income for a term of years or the life of an individual. When the trust terminates, the donor’s designated heirs will receive the trust’s appreciated principal.
LIFE INSURANCE: There are several ways to use life insurance to make a donation to ShelterBox USA and can be named as owner and beneficiary to an existing policy or a new policy can be established.
RETIREMENT ASSETS: The combination of federal income, estate and excise taxes can seriously erode the value of retirement savings. Naming ShelterBox USA as a beneficiary of these assets can save your estate and heirs both income tax and federal estate taxes.
APPRECIATED STOCK: These assets that have a higher market value than their basis or tax purpose value. Such assets would, if sold by an individual or non-charitable organization at a price higher than their basis, potentially generate a taxable capital gains (either long-term or short-term depending on the holding period).
Whether you want to minimize taxes or benefit from an increased income stream, there is a gift to fit every objective.
And no matter how or what you give, rest assured that you will be helping a cause close to your heart. The chart below details a gift vehicle for every goal.
After determining the gift that is right for you, meet with your financial advisor or our organization to begin implementing your wishes. For more information, contact Emily Sperling at 941.907.6036 or esperling@shelterboxusa.org.
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