Free Information On Planned Gifts

Death tax, inheritance tax, estate tax . . . no matter what you call them, a well thought out planned gift can help you leave more money to your family even though a charitable donation is part of the plan.

THE ADVANTAGES OF PLANNED GIFTS ARE FOR EVERYONE

Many folks are under the misunderstanding that bequests and planned gifts are only for those who are financially well off. In fact, there are tax benefits for people of every means that can have a positive impact in the here and now as well as in the future. Even if you don't itemize deductions, there can be a planned giving option that can benefit you.

Death tax, inheritance tax, estate tax . . . no matter what you call them, a well thought out planned gift can help you transfer more money to your family even though a charitable donation is part of the plan.

You can even direct where and how your gift will be used. Most people simply indicate their gift be used "as needed", but your gift can be used for many different programs such as children's outdoor education, wetlands protection or habitat work. You may prefer to have your gift added to the Forever Fund, a special conservation fund. Thus your gift will continue supporting fish and wildlife "forever".

The brochures presented below will provide a basic understanding of wills and planned gifts to help you to determine if the benefits of this type of donation are a good fit for you and your family. All are PDF files and easy to download or print right from your computer. Wildlife Forever also has available a planned giving expert that can consult with you. As always, you should also talk with your family lawyer or financial adviser.
Or call Jim Gallagher at (763) 253-0222

For an easy to read discussion on what planned giving is and the general benefits of each type of gift, go to this guide of Planned Giving Basics.

In the absence of a will, the government will make all the decisions. Learn the four primary issues that should be addressed in a will.	Provides a summary of the various types of planned gifts.	Gifts of appreciated stock and other property can provide significant financial benefits. You avoid capital gains taxes plus you get a charitable deduction for the full value.
A 21 page workbook/guide to help you assemble and organize the information needed to create a will or other planned gift.	Charitable Remainder Trusts of these kinds allow you to avoid capital gains taxes on appreciated property and increase retirement income. Explanations and examples.	Discover the four reasons Americans avoid preparing a will and why a Last Will and Testament is a good idea for everyone.
Learn how a charitable gift of a low yielding investment can mean more money for you and your family. Explanation and example.	Through a combination of Charitable Remainder and Life-Income Trusts, you can sell the farm, stay in your home and generate a sizable retirement income.	Presents the types of bequests and provides examples of the tax benefits for maximizing your assets for your heirs.
An annuity is an agreement for you to receive regular income payments for life and a charitable deduction in exchange for your planned gift. Explanations and examples of how they work.	Gifts made through your IRA now or as part of your estate plan have several financial advantages. Discover if this tax strategy can benefit you and your family.