A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit the ASYMCA in ways that may not be possible through lifetime gifts.
Giving through your estate plan can generate a charitable estate tax deduction and substantial tax savings. You may direct all or a portion of your estate to the ASYMCA.
Planned giving is a great way to support the ASYMCA while generating income for yourself and your family.
Learn more below about the gifts that allow you to give to the ASYMCA while generating income for yourself and your family.
Certain types of gifts can minimize estate and capital gains taxes while providing sizable income tax deductions.
Great tax benefits exist for our planned givers. Below are some of the gifts and associated benefits you should know about.
A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals and benefit the ASYMCA. No other planned gift is as simple to implement or as easy to change should you ever need the assets during your lifetime.
A bequest may be right for you if:
Here you’ll find our recommended bequest language for your legal counsel’s consideration in preparing your will or trust. This language will help you make generous gifts after your lifetime and help guarantee your wishes are carried out as you determine them. Our Bequest Language Document and Letter of Intent are intended to help you and your attorney in drafting a bequest that satisfies your individual interests.
A charitable gift annuity provides fixed payments to you for life in exchange for your gift of cash or securities to the ASYMCA. Gift annuities are easy to set up and the payments you receive are backed by the general resources of the ASYMCA for as long as you live.
A charitable gift annuity could be right for you if:
Make a substantial gift to the ASYMCA in the form of fixed annual payments and pass assets to your family or other heirs at reduced gift and estate tax cost.
A charitable lead annuity trust may be right for you if: