GIFT OPTIONS
KNOWING WHAT TO GIVE
TYPES OF GIFTS
We pride ourselves in finding smart and creative opportunities for philanthropy to the Church. People don’t always realize the options they have for giving, which is where we come in. If we can figure out what somebody has in their heart, we can help them be charitable in a way that is often innovative and at the same time provide for the financial needs of their families. We can help them address the complexities of their entire financial plan, not just their plan for charitable giving.
You don’t have to be wealthy, or at a certain stage of life, to make a difference; we help Catholics of all ages and income levels put their gifts to work helping others.
Find out what type of assets make the best planned gifts, and learn about gifts of cash, securities and property.
Stock, Bonds, and Mutual Fund Shares
Donating appreciated securities, including stock, bonds, and mutual fund shares is an easy and tax-effective way for you to make a gift.
Benefits:
- Avoid paying capital gains tax
- Receive a charitable income tax deduction
- Support your favorite charity(ies)
- For a personalized plan or more information call us at 402-488-2142.
Gifts of Real Estate
Donating real estate, such as a home, vacation property, undeveloped land, farmland, ranch or commercial property can make a great gift.
Benefits:
- Avoid paying capital gains tax
- Receive a charitable income tax deduction
- Leave a lasting legacy
For a personalized plan or more information call us at 402-488-2142.
Gifts of Retirement Assets
Donating part or all of your unused retirement assets such as a gift from your IRA, 401(k), 403(b), pension or other tax-deferred plan is an excellent way to make a charitable gift.
Benefits:
- Estate avoids income tax on gifted retirement assets
- Qualified Charitable Distributions (QCDs), for donors over age 70 1/2 avoid income tax and fulfill RMD requirements
- Retirement assets can be given using beneficiary designations
For a personalized plan or more information call us at 402-488-2142.
Gifts of Cash
A gift of cash is a simple and easy way for you to make a gift.
Benefits:
- Make an immediate impact today.
- Benefit from a charitable income tax deduction.
For a personalized plan or more information call us at 402-488-2142.
Gifts of Insurance
A gift of your life insurance policy is an excellent way to make a gift to charity. If you have a life insurance policy that has outlasted its original purpose, consider giving it to your favorite charity. For example, you may have purchased a policy to provide for minor children and they are now financially independent adults.
Benefits:
- Ability to leave a larger gift
- Receive a charitable income tax deduction
- Gift all or a portion of the policy death benefit to charity using a change of beneficiary form
- Gift the policy to charity and receive charitable deductions for future premium payments as well as cash value
For a personalized plan or more information call us at 402-488-2142.
Gifts of Qualified Charitable Distributions (QCD)
If you are over age 70 1/2 or older, the Federal government permits you to donate money directly from your IRA to a qualifying charitable organization without claiming an increase in income or paying additional tax. The tax-free QCDs can be for any amount up to $100,000 in one year.
Benefits:
- You can fulfill your required minimum distribution (RMD)
- Each individual in a married couple can donate up to $100,000 from individual IRA accounts
- Avoid income tax
For a personalized plan or more information call us at 402-488-2142.
Have another asset you wish to liquate? Grain, equipment, livestock, appreciated/depreciated assets…we can find a way! Give us a call to find out how at 402-488-2142.
Don’t want to establish a fund but still wish to benefit your parish, school, or favorite charitable organization? Talk to us about “pass-through gifts” by giving us a call at 402-488-2142 or donating to a specific fund by clicking here.
Contact Us
If you have any questions about these types of gifts and more, please contact us. We would be happy to assist you and answer any questions that you have.