|
Support Cook Inletkeeper
Planned Giving
“I
don't want my children to grow up in a world where there are no
commercial fishermen, where we've lost touch with the seasons
and the tides and the things that connect us to the 10,000
generations of human beings that were here before. I want my
children to be able to catch a fish out of Cook Inlet, and be
able to eat that fish, just like people have been doing for
hundreds of years.”
- Robert F.
Kennedy, President of the National Waterkeeper Alliance
Give a gift to Cook Inletkeeper
and leave a legacy for our children, so future generations can
experience the same Cook Inlet that we cherish today.
What is planned giving?
The term "planned giving" refers
to charitable gifts that require some planning before they are
made. Planned gifts are popular because they can provide
valuable tax benefits and/or income for life.
Whether a donor uses cash or
other assets, such as real estate, artwork, or partnership
interests, the benefits of funding a planned gift can make this
type of charitable giving very attractive to both the donor and
charity.
Potential benefits of planned
gifts
-
Increase current income for
the donor or others
-
Reduce the donor's income
tax
-
Avoid capital gains tax
-
Pass assets to family at a
reduced tax cost
- Make
significant donations to charity
With the assistance of a
well-informed development officer and/or financial advisor,
anyone can craft a planned gift to meet his or her charitable
and financial goals.
Planned gifts include bequests,
trusts, and contracts between a donor and a charity. Basic
descriptions of the most popular types of planned gifts follow.
Choose the Gift Plan that Matches Your Goal
|
Gift Option |
Your Financial Goals |
|
|
|
Gift of Cash |
Make a quick & easy
current gift; Reduce tax burden. |
|
|
|
Gift of Appreciated
Securities |
Avoid capital gains
taxes; Reduce income tax burden. |
|
|
|
Gift of Closely Held
Stock from Your Company |
Avoid capital gains
taxes; Take distribution from your company; Reduce
income tax burden. |
|
|
|
Gift from Retirement
Plan |
Reduce taxation (up to
70%) on assets intended for heirs; Plan an easy future
gift. |
|
|
|
Gift of Life Insurance |
Maximize value of
paid-up insurance policy; Reduce income tax burden; Make
low-cost major gift with new policy (a great option
for younger donors). |
|
|
|
Bequest via Will or
Living Trust |
Retain full control of
assets during life; Reduce potential estate taxes;
Maximize bequests to family via well planned charitable
gifts; Fund annual gift to Foundation in perpetuity. |
|
|
|
Charitable Gift Annuity |
Increase spendable
income with guaranteed income for life; Receive higher
rate of return over traditional fixed income investments
(such as CDs); Reduce income tax burden; Build supplemental
retirement funds; Build educational funds for children &
grandchildren’s future needs. |
|
|
|
Charitable Remainder
Trust |
Transform appreciated
assets (such as low basis stock or real estate)
generating little income and/or subject to capital gains
tax into an income producing resource that bypasses
capital gains taxes; Reduce income tax burden; Build
supplemental retirement, educational, and special needs
funds; Plan tax-advantaged bequests to family. |
|
|
|
Charitable Lead Trust |
Grow assets intended for
heirs in tax-advantaged way to provide greater future
benefit to loved ones; Maximize use of assets for period
of years when income is not needed; Reduce income and
estate tax burden; Plan tax-advantaged bequests to
family. |
|
|
The information provided on
this web site are for informational purposes only, and is not
intended to be tax or legal advice. Prior to making a planned
gift to Cook Inletkeeper, please consult a qualified financial
advisor.
If you are interested in planned
giving, please contact Cook Inletkeeper Development Director
Michael Allen at michael@inletkeeper.org or 907.235.4068.
ext. 27. |
