What is Planned Giving?
Planned giving is a win-win approach to philanthropic donations that supports U.S.VETS and can benefit you now or in the future.
Simply put, planned giving is the transfer of assets to a designated nonprofit organization during a lifetime or as part of an estate plan. This forward-thinking approach to giving is planned because often these assets are not liquid, have tax consequences and are generally transferred via a will or other written means.
It can generate an income stream: In return for the donation of real estate, stocks or other assets, donors can receive a series of regular payments.
Its easy.Planned giving is easy to do and you dont have to be wealthy to do it. Whether it is naming U.S.VETS in your will or trust for a modest amount, or a gift of a house or property, there is an easy option that is right for you.
It can involve assets you might never think of:
- A life insurance policy
- Real Estate
- Business holdings
- Checking and savings accounts
It can provide generous tax benefits: Depending upon the type of gift, short-term and/or long-term tax benefits may apply. Donors at a variety of income levels can benefit. Be sure to consult with your financial or estate planner for more specifics.
It can work in tandem with other family priorities: Planned giving is not an all or nothing option. Gifts can exist side-by-side with other beneficiaries and personal priorities.
It is long remembered
Click here if you would like to include a donation to U.S.VETS in your will.
In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. The chart below can help you find the type of gift that is right for you.
|Donor Profile||How It Works||Benefits to Donor||Suggested Gift Type|
|Donor of any age or income level||Gift of any amount through a will, trust, life insurance policy or IRA||Estate tax benefits||Bequest***
Click here for sample language to share with your estate attorney
|Donor of any age, most often middle aged. Good for complex or appreciated assets||A gift of cash in return of variable payments (% of gift) Upon passing, remainder is distributed to the charity||Annual income that can adjust over time; act as a hedge against inflation. May avoid capital gains taxes on appreciated assets.Income tax charitable deduction in year of gift.||Charitable Remainder Trust|
|Older donors who want to help U.S.VETS, have liquid assets (such as stocks, CDs, savings accounts)Middle aged donors who want to provide income for their parents or others.||A gift of cash or stock in return of fixed payments to the donor for life. Upon passing, remainder is distributed to U.S.VETS.||Security of a fixed income for life. Knowledge that it is guaranteed by the organization. Income tax charitable deduction in year of gift.||Charitable Gift Annuity|
|Older donors who own their own home.||A gift of primary residence, vacation home or other property.||Donor can continue to live in or use property. Income tax charitable deduction in year of gift.||Retained Life Estate|
Anyone considering a planned gift should consult a tax and/or legal advisor to determine the consequences of making a gift. For more information, contact Linda Tobey at 213-542-2603 or email firstname.lastname@example.org
Cash-Free Ways to Give to U.S.VETS
- Retirement plan assets. Name us as primary or contingent beneficiary on the beneficiary designation form.
- Life insurance policies. Name us as the recipient of the policy’s death benefit, or sign over ownership of the policy to us right now.
***A gift in your will. Leave us a percentage of your estate.