Goals & Benefits

There are many ways to make a planned gift to Point Blue. Take a look at some of the options designed to help you to achieve different goals, and feel free to contact us with questions.

Your Goal

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Your Strategy

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Your Benefits

Make a gift for Point Blue’s future that costs you nothing now.

 

Include a gift from your will or trust (cash, specific property, or a share of the estate).

 

A great way to help Point Blue build financial strength and provide resources that maintain our traditions.


Avoid capital gains liability and take an income tax deduction.

 

Use appreciated securities instead of cash to make your gift.

 

Buy low and give high — while avoiding capital gains tax.


Leave more of your estate to your heirs.

 

Name Point Blue as beneficiary of your retirement plan, and leave less-taxed assets to family.

 

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.


Continue to receive benefits back from the assets you give to Point Blue — and thus make a larger gift.

 

Create a life-income plan like a charitable gift annuity.

 

Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.


Reduce high tax liability now; gain additional income later.

 

Establish a deferred gift annuity.

 

Receive a larger deduction and a higher income rate than an immediate payment annuity.


Create a long-term gift that won't draw funds from your estate.

 

Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need.

 

Increase your ability to make a significant gift to Point Blue.


Tap one of the most valuable assets in your portfolio to make a gift to Point Blue.

 

Use real estate to make your gift to Point Blue.

 

Avoid capital gains tax and receive an income tax deduction.




The material presented on this Planned Giving website is not offered as legal or tax advice.
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