Explore your planned giving options using the chart below. When you need assistance or are ready to move forward, please contact us.
If you want to… |
Then… |
The benefit… |
| Afford a larger gift to World Team and avoid capital gains liability | Give appreciated stock or bonds held over a 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 your gift for World Team’s future that doesn’t affect your cash flow today | 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 |
| Retain income benefits from assets you give to World Team – thus afford a larger gift | Create a charitable gift annuity or a charitable remainder annuity trust | Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
| Give from one of the most valuable assets in your portfolio to make a gift to World Team | Use real estate to make your gift | Avoid capitol 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 supports World Team for a fixed finite time with the principle going to your heirs | You reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family |
| Locate an overlooked asset that you can easily give to World Team | Name World Team as a beneficiary of your retirement plan | Eliminate income tax on retirement plan assets; free up other property to pass to your heirs |
