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.

