Design Your Gifts

Planned Giving

Design Your Gifts for Maximum Benefit

Below is a list of gift ideas, options and benefits that can make the most of your support for Courage Kenny Foundation while maximizing your tax and financial rewards.  Select your objective(s), then check the option(s) that fit your situation.  Click the "Compare Options" button for a summary of your gift opportunities. We encourage you, of course, to call our office with any questions.

Your gift
objective is to:

Your options include: Your benefits usually include:
Make a gift this year
Gifts of appreciated securities   Enhanced deductions plus capital gains tax avoidance

Gifts of appreciated real estate   Enhanced deductions plus capital gains tax avoidance

Gifts of a fraction or percentage of property   Partial deductions plus capital gains tax avoidance

Gifts of a share of your business   Large deductions plus capital gains tax avoidance and continued control of your business

Gifts of unneeded life insurance policies   Charitable deduction for policy’s value; future premiums deductible

Gifts by check or credit card   Maximum deductibility

Make a gift this year but retain lifetime income
Charitable gift annuities   Fixed payments for life, for you and/or another recipient, plus deductions and other tax benefits

Charitable remainder annuity trusts   Fixed payments for life for you and/or others, plus a current deduction

Charitable remainder unitrusts   Variable lifetime payments for you and/or others, with extra planning flexibility in achieving your goals

Make a gift this year of a personal residence or farmland while retaining lifetime use
Gifts of “remainder interests” in property   Charitable deduction this year plus future federal estate tax savings

Make a gift this year that helps build your retirement nest egg
Deferred charitable gift annuities or “flip” unitrusts   Current charitable deductions, with large payments starting in a future year

Make a gift this year that pays income to charities for a limited number of years
Charitable lead trusts   Reduced gift taxes, estate taxes and/or income taxes; trust assets eventually return to you or family members

Make an important gift after death
Bequests from wills or living trusts   Control of all your resources during life; potential federal estate tax savings plus income tax savings if you leave tax-burdened assets

Beneficiary designations on financial accounts   Control of financial resources during life; potential federal estate tax savings

Beneficiary designations on life insurance   Financial security from policy during life; potential federal estate tax savings

Beneficiary designations on IRAs or other retirement accounts   Future income tax and estate tax savings; lifetime use of accounts

Bequests for charitable gift annuities or charitable remainder trusts   Lifetime income for a surviving spouse or other heirs; potential estate tax savings

Charitable lead trusts that pay income to charities after death   Large estate tax savings; heirs later receive all trust assets


 

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