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You can take advantage of several strategies designed to help you make charitable gifts while enjoying tax benefits and preserving economic security for yourself and your loved ones. Some examples are:
1. Bequests, which may enable you to reduce your estate taxes while supporting your community.
2. Charitable remainder trusts, which allow you to receive income (or provide income for another person) with the knowledge that the funds remaining when the trust terminates will be used to support your charitable interests.
3. Charitable Lead Trusts, which enable you to make significant charitable gifts in the near term while transferring substantial assets to beneficiaries, who may benefit from significantly lowered gift and estate taxes.
4. Retained Life Estates, which ensure that or another person have lifetime security in a home they you have given to the Foundation as a charitable contribution.
5. Life Insurance, which can be used as a charitable asset, thereby enabling you to be eligible for a charitable tax deduction based on the current value of the paid-up policy.
6. Retirement Fund Plans, which can be used to support your charitable interests while achieving significant tax advantages for your heirs. |
To learn more about ways you can give later, contact Aviva Shiff Boedecker, director of gift planning, at 415.464.2516 or by email. Or, request a copy of “Giving Back, Looking Forward: How to Achieve Your Financial and Charitable Goals through the Marin Community Foundation.”
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The information on this site is not intended as legal, tax, or investment advice.
For such advice, please consult an attorney, tax professional, or investment
professional.
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