Overview

 

A primary question to consider first is: Have you made out a will?



If your goal is to: Then you can: Your benefits may include:

Make a quick and easy gift.

Simply write a check now, or give through our secure online system.

An income tax deduction and immediate impact on us.

Avoid tax on capital gains.

Contribute long-term appreciated stock or other securities.

A charitable deduction plus no capital gains tax.

Defer a gift until afer your lifetime.

Put a bequest in your will.

Your donations are fully exempt from federal estate tax.

Receive guaranteed fixed income that is partially tax-free.

Create a charitable gift annuity.

Current and future savings on income taxes. Plus, fixed, stable payments.

Avoid capital gains tax on the sale of a home or other real estate.

Donate the real estate to us, or sell it to us at a bargain price.

An income tax reduction, plus, reduction or elimination of capital gains tax.

Avoid the twofold taxation on IRA or other employee benefit plans.

Name us as the beneficiary of the remainder of the retirement assets after your lifetime.

It lets you leave your family other assets that carry less tax liability.

Give your personal residence or farm, but retain life use.

Create a charitable gift of future interest, called a retained life estate.

It gives you tax advantages plus uses of the property.

Make a large gift with little cost to you.

Contribute a life insurance policy you no longer need.

Current and possible future income tax deductions.

Secure fixed payments for life while avoiding market risks.

Create a charitable remainder annuity trust.

Current and possible future income tax deductions.

Give income from an asset for a period of years but retain the asset for yourself or heirs.

Create a charitable lead trust.

Asset is returned to the donor of heirs with federal estate tax savings and income tax deductions for income donated.

Create a hedge against inflation over the long term.

Create a charitable remainder trust.

Variable payments for life plus tax benefits.

Achieve diversification usually reserved for very large investments.

Contribute to a Pooled Income Fund.

Receive income for life and an immediate tax deduction on a portion of the contribution.

Make a revocable gift during your lifetime.

Name us as the beneficiary of assets in a living trust.

Full control of the trust terms for your lifetime.



For more information about planned gifts, please contact Stephanie Bergsma at (619) 594-7822 or by email. You may also write to: KPBS Friends for Life, 5200 Campanile Drive, San Diego, CA 92182.