How to Give
Giving options provide exceptional planning strategies and flexibility and may minimize tax implications.
- Reduce your income taxes
- Avoid capital-gain tax
- Increase your spendable income
- Retain payments for life
- Achieve no-cost, worry-free asset management
Types of Giving Include:
Gifts by Will
Make a gift that costs nothing now. Read more
Beneficiary Designations
Making a gift by beneficiary designation is one of the simplest and most flexible ways to make a gift because it can be done without having to revise your will or living trust.  Read more
Gifts That Pay You Income
Do  you want to support The Bishop but worry about having enough  income for yourself and your loved ones? Life-income gifts, such as gift  annuities and charitable remainder trusts, can provide donors with an  income stream, significant tax savings, and the satisfaction of  supplying The Bishop with vital long-term resources. Read more
The Charitable Lead Trust
Transferring  property to The Bishop and individuals you wish to benefit is not  always an either/or proposition. With careful planning you may be able  to arrange your transfers to accomplish more than one objective. For  example, if you have assets that are appreciating, children who may want  to start a business in the future, and a desire to assist  The Bishop, you may wish to consider creating a charitable lead  trust. Read more
Gifts from Retirement Plans
You  may consider using retirement-plan benefits to make a significant gift  that will support The Bishop. Because of the estate- and income-tax  treatment of retirement-plan benefits, the cost of your gift to your  estate and heirs is often relatively small. Read more
Estate Note
You may make a charitable gift to The Bishop after your lifetime without revising your current will or estate plans. An estate note is an irrevocable pledge or debt against the donor's estate. Read more
Gifts of Assets
The   simplest way to support The Bishop is through cash gifts. But   creative gifts of assets can include stocks, bonds, and property (real   estate and personal property such as artwork). These can not only   provide you with charitable deductions, but can also offer additional  tax  savings. Read more
© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer
