What are my Planned Giving options?
Whether you want to eliminate taxes or benefit from the dependable annual payment of a life income gift, there is a gift to fit most every objective. And no matter how or what you give, you will be helping children who need it. The following charts briefly detail gift options to help you meet your goal.
| Bequest in a Will |
| |
| Goal |
Defer a gift until after your lifetime |
| Benefits |
Reduce your estate tax and give a meaningful gift that will help children |
| How to |
Name ChildFund in your will |
|
| Appreciated stocks, mutual fund shares |
| |
| Goal |
Give a current gift and receive a tax deduction |
| Benefits |
Receive an income tax deduction and avoid capital gains tax on securities appreciation |
| How to |
Call your broker |
|
| Charitable Gift Annuity |
| |
| Goal |
Receive lifetime fixed annual payments |
| Benefits |
You and/or another person receive fixed annual payments for as long as either lives; the remainder of the annuity will help children in need |
| How to |
Enter into a simple contract with ChildFund |
|
| Life Insurance |
| |
| Goal |
Make a large gift with little cost to yourself |
| Benefits |
Income tax deduction for value of oplicy when transferred; possible future deductions |
| How to |
Give a policy with ChildFund as the owner and beneficiary |
|
| Retirement Plan |
| |
| Goal |
Avoid the two-fold taxation on retirement plan assets |
| Benefits |
Potentially significant estate and income tax savings |
| How to |
Name ChildFund as the beneficiary of the assets after your lifetime |
|
| Legacy Sponsorship |
| |
| Goal |
Share your love and support with a child beyond your lifetime |
| Benefits |
Receive an income tax deduction; ensure lasting care for children in need |
| How to |
Give a one-time gift of $10,000 or any multiple thereof |
|
| Charitable Remainder Trust |
| |
| Goal |
You receive payments today, and ChildFund benefits in the future |
| Benefits |
Immediate income tax deduction; fixed lifetime payments |
| How to |
Create a charitable trust that pays you annually |
|
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Please call 1-800-762-9593 for more information.
The purpose of this web page is to provide information of a general nature only. ChildFund is not engaged in providing legal or tax advice. Please consult with your attorney or financial advisor when considering a charitable gift of any type.