Planned Giving - Goals and Benefits
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→ Your Goals |
→ Your strategy |
→ Your Benefits |
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Maximize your deduction; minimize the gift details. |
Use cash to make your gift to La Posada. |
Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on La Posada. |
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Afford a larger gift to La Posada – and avoid capital gains liability. |
Give appreciated securities 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. |
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Make a gift for La Posada's future 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. |
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Retain income benefits from the assets you give to La Posada – and thus afford a larger gift. |
Create a charitable gift annuity or a charitable remainder trust. |
Receive income for your lifetime; receive a charitable deduction; diversify your holdings. |
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Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
A larger deduction and a higher income rate than our other life-income gifts offer. |
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Tap one of the most valuable assets in your portfolio to make a gift to La Posada. |
Use real estate to make your gift to La Posada. |
Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle. |
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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren. |
Create a charitable lead trust which supports programs at La Posada 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. |
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Locate an overlooked asset that you can easily give to La Posada. |
Name La Posada 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. |
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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 La Posada. |