Stock Gifts

Stocks are perfect gifts to give a charitable institution. The best stocks to donate are those that have increased in value. By giving the stock to World Team, the giver can avoid capital gains taxes, yet receive the full fair market value of the gift as a charitable deduction for income taxes. If the stock has decreased in value, sell the stock first to realize the loss, then donate the cash proceeds and receive the charitable contribution deduction. Securities can also be used to fund other gift planning options.

Will (Bequest)

Your will is a legally executed document that directs how and to whom your property is to be distributed after death. Wills are relatively easy to administer with an attorney and generally remain revocable.

Charitable Gift Annuity

Charitable Gift Annuities are simple contractual agreements and the most straightforward life-income gift option. You can make a gift and in turn receive dependable regular income payments for life to one or two persons.

Revocable Living Trust

A revocable living trust is established by a grantor during his/her lifetime. A grantor can transfer a portion or all of his/her property into the trust that is managed by trustees. Your trustees can receive assets to invest, reinvest, manage, distribute, and make charitable gifts during life or after death. You benefit by continuing management of services during your lifetime, while meeting the needs for family and charitable beneficiaries after death.

Charitable Remainder Trust

You can irrevocably transfer assets to a trust and in turn receive income payments for life. There are numerous choices available regarding fixed or variable payments and an alternative income beneficiary. However, the remaining principal in the trust ultimately passes to the designated charity at the death of the donor and/or income beneficiary.

Charitable Lead Trust

The giver irrevocably transfers assets to a trust either during life or at death. The income payments from the trust flow to the charitable institution for a stated number of years. At the end of the selected number of years or at the death of the giver, the principal of the trust is distributed (most likely to family members).

Marketable Real Estate Gifts

Due to limited personnel to complete real estate transactions, only highly marketable real estate with no environmental issues (proof required) can be accepted at this time. If acceptable, appreciated real property gifts can provide the donor personal financial benefits while supporting World Team’s vision. Please call for details if you are interested in this option.

Life Insurance Gifts

Donation of life insurance policies can also be beneficial to both you and World Team. Your benefit varies depending on whether the policy is paid up or not, and whether World Team is named as beneficiary, irrevocable owner or both, etc. In addition, buying a new policy and naming World Team as beneficiary can make a substantial future gift affordable for many donors.

Retirement Plan Gifts

Retirement Plans will increasingly become a more important source of revenue for non-profits, such as World Team. There has been tremendous growth during the past several decades in assets held in this manner. Several options are available, however, the simplest is simply naming World Team as a primary beneficiary (with a qualified disclaimer from your spouse) or as a secondary beneficiary.