|
Your Goals |
|
|
Your Strategy |
|
|
Your Benefits |
|
Maximize your deduction; minimize the gift details |
Use cash to make your gift to Alive in Hope to impact your Parish or a ministry close to your heart |
Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on your Parish or a ministry close to your heart through the Alive in Hope Foundation |
Afford a larger gift to Alive in Hope Foundation establishing a legacy for a ministry you love — and avoid capital gains liability |
Give appreciated stock or bonds held over one year |
Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax |
Make a gift for your parish or ministry of your choosing through Alive in Hope that doesn't affect your cash flow or portfolio now |
Put a bequest in your will (cash, specific property, or a share of the estate residue) |
Today — a gift that costs you and your family nothing. Tomorrow — an estate tax deduction – changing lives |
Retain income benefits from the assets you give to Alive in Hope Foundation to impact the ministries you love — thus afford a larger gift |
Create a charitable gift annuity or a charitable remainder annuity trust or unitrust |
Receive income for your lifetime; receive a charitable deduction; diversify your holdings – making a difference |
Reduce high tax liability now; gain additional income later |
Establish a deferred gift annuity |
A larger deduction and a higher income rate than other life-income gifts offer |
Tap one of the most valuable assets in your portfolio to make a gift to a ministry of your choosing through the Alive in Hope Foundation |
Use real estate to make your gift to Alive in Hope |
Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle |
Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren |
Create a charitable lead trust which will be directed to programs and ministries supported through Alive in Hope for a fixed, finite period with the principal going to your heirs
|
Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family |
Avoid capital gains liability on the transfer of a business or partnership interest |
Contribute the partnership interest or closely-held stock to Alive in Hope |
Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked |
Locate an overlooked asset that you can easily give to Alive in Hope |
Name Alive in Hope as beneficiary of your retirement plan; leave other assets to family |
Eliminate income tax on retirement plan assets; free up other property to pass to your heirs |
Make an endowment gift from income rather than capital |
Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need |
Increase your ability to make a significant gift to and leaving a legacy for others to follow at Alive in Hope |