Girl Scouts Nation’s Capital

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Presentation transcript:

Girl Scouts Nation’s Capital Planned Giving Choose the Option That matches your goals Outright Gift of Personal Property YOUR GIFT YOUR GOAL . HOW TO MAKE A GIFT BENEFITS   For more information contact: Laurie Menzel, Individual Giving Officer 202-534-3796 | lmenzel@gscnc.org, or Betsy Thurston, Director of Development 202-274-3330 | bthurston@gscnc.org Bequest Outright Gift of Cash Outright Gift of Securities Gift of Retirement Assets Gift of Life Insurance Retained Life Estate Gift of Real Estate Charitable Remainder Trust Charitable Lead Trust Defer a gift until after your lifetime. Make a quick and easy gift. Eliminate tax on long-term capital gains. Share your enjoyment of a collection or other personal item. Avoid the twofold taxation on IRAS or other retirement plans. Make a large gift with little cost to yourself. Give your personal residence or farm now, but continue to live there. Make a gift of property no longer needed and generate an income tax deduction. Secure a fixed and often increased income, or create a hedge against inflation. Reduce gift and estate taxes on assets you pass to children or grandkids. Name GSCNC in your will or living trust. You can designate a specific amount, percentage, or share of the residue. Simply write a check or make a cash donation now. Contribute long-term appreciated stock or other securities. Donate tangible personal property related to our tax-exempt function. Name GSCNC as the beneficiary of your retirement account after your lifetime. Change ownership on a life insurance policy you no longer need or take out a new one. Designate ownership of your home to GSCNC, but retain occupancy for life. Donate the property to GSCNC. Create a trust that pays income annually; the principal is retained for GSCNC. Create a charitable trust that pays fixed or variable income to us for a term of years; the principal is retained for heirs. Control of your assets for your lifetime and the donation is exempt from federal estate tax. Immediate income tax deduction and it removes property from future taxable estate. Immediate charitable deduction and elimination of long-term capital tax gain. Charitable deduction based on the full fair market value. Allows you to make the gift from the most highly taxed assets, leaving better assets for family. Current income tax deduction and possible future deductions through gifts to pay future premiums. Valuable charitable income tax deduction and lifetime use of residence. Immediate income tax reduction and reduction or elimination of long-term capital gains tax. Variable or fixed income for life and immediate income tax charitable deduction. Reduces your taxable estate and property is kept by your family, often with reduced gift taxes.