All Planned Gifts-at-a-Glance...
Did you know that... Your Donor can receive income for life in exchange for a gift? Giving appreciated property, like stocks or real estate, costs less than giving the equivalent amount in cash? Some assets can benefit Donors more if they give them away? Some gifts cost nothing now, but leave a legacy later? Some gifts allow Donors to pass more on to their heirs and save taxes?
Outright Gifts
Assets can be given outright or used to fund a life-income gift.
Gifts of Cash
Did you know that this simplest gift maximizes your Donor's charitable deduction and delivers immediate benefits to the Charity?
Appreciated Securities
Did you know that the IRS still allows Donors one of its most significant tax breaks for these gifts? Handling appreciated securities requires a broker/dealer, transfer agents and licensed professionals. TMG provides all of these services as part of its Planned Giving Counsel.
Gifts of Real Estate
Did you know that Donors can make a substantial gift to the Charity through a transfer of residential, commercial, or undeveloped real estate?
Gifts of Business Interests
Did you know that Donors can give the Charity an interest in a closely-held or family business?
Gifts of Partnership Interests
Did you know that Donors can transfer an interest in a real estate or oil-and-gas partnership that could produce more benefit for the charity than it’s giving the Donor?
Gifts of Personal Property
Did you know that Donors can give your charity books, artwork or equipment and also secure an income tax deduction?
Estate Gifts
Bequests
Did you know that this most fundamental planned gift delivers critically important support to the Charity every year? But it has many drawbacks. Do you know what they are?
Gifts of Retirement Plans
Did you know that your Donor's retirement plan can deliver more benefit to the Charity than to their heirs?
Gifts of Life Insurance
Did you know that your Donor can create a significant endowment from income rather than capital?
Gifts in Partnership With Us
Endowed Funds
Did you know that Donors can help ensure that the programs of the Charity that you most value will continue? An endowed fund will provide permanent resources to support the mission and the need of your charity.
Charitable Gift Annuities
Did you know that your Donors simplest life-income gift also delivers the highest annual payments and significant tax benefits for them? In return for their gift, the Charity pays them an annuity; they receive an income tax deduction, avoid upfront capital gains tax on their gift transfer, and pay no income tax on part of the payments they receive from the Charity.
Deferred Gift Annuities
Did you know that there is a life-income gift designed to build younger Donors’ retirement earnings? Deferring the start of their annuity until retirement or later gives them a large income tax deduction now and an additional source of income when they need it later.
Charitable Remainder Trust
Did you know that this powerful life-income gift is your most creative planning tool for Donors? The trust pays them a fixed percentage of principal and reinvests excess income. They have flexibility in determining how we manage the trust (Donor Advised funds, for example), the length of the income payout and the number of income beneficiaries, and which assets will be placed into the trust.
Charitable Remainder Annuity Trusts
Did you know that your Donor can combine flexible management of their gift with a predictable fixed-income payout? The annuity trust is individually managed, and can pay fixed income for life or a term of years to multiple beneficiaries.
Charitable Lead Trusts
Did you know that one gift plan reduces the cost of transferring assets to your Donor's family – while delivering immediate benefits to the Charity? The lead trust holds appreciating assets for a term and pays income to the Charity, then passes the principal to their family. This gift plan freezes the taxable value of appreciating assets but passes on to their family the full market value after the period of income to the Charity.
Retained Life Estates
Did you know that your Donor can give the Charity their house and continue to live there rent-free?
Charitable Bargain Sales
Did you know that this part-gift/part-sale transaction gives your Donor a charitable deduction plus cash to purchase other property?
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