{"id":2590,"date":"2017-08-01T01:04:20","date_gmt":"2017-08-01T01:04:20","guid":{"rendered":"https:\/\/w4vblog.com\/?page_id=2590"},"modified":"2024-08-09T12:53:08","modified_gmt":"2024-08-09T16:53:08","slug":"planned-giving","status":"publish","type":"page","link":"https:\/\/wingsforval.org\/de\/planned-giving\/","title":{"rendered":"Planned Giving"},"content":{"rendered":"

\n

With a planned gift, you can establish a tradition of giving that will continue to provide benefits after you’re gone.<\/p>\n<\/div>\n<\/div>

A planned gift can be made through any of the following:<\/strong><\/p>\n<\/div><\/div><\/div>

  • <\/i><\/span>
    \n

    Last Will and Testament<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Revocable Living Trust<\/p>\n<\/div><\/li>

  • <\/i><\/span>
    \n

    Life Estate Agreement<\/p>\n<\/div><\/li><\/ul><\/div><\/div>

    • <\/i><\/span>
      \n

      Life Insurance and\/or Annuity Policy<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      IRAs or other retirement plan<\/p>\n<\/div><\/li>

    • <\/i><\/span>
      \n

      Pooled Income Fund<\/p>\n<\/div><\/li><\/ul><\/div><\/div><\/div><\/div>

      Here are some of the other\u00a0most common and popular ways to make a planned gift:<\/p><\/div><\/div><\/div>

      Bequest (Through a Will or Trust):<\/h3><\/h3><\/div>
        \n
      • A bequest provision in your will or revocable trust, either as an outright sum or as a percentage of your estate, in an unrestricted form or for a specific purpose you specify.<\/li>\n
      • This provision can be modified if circumstances change.<\/li>\n
      • There is no upper limit on the estate tax deduction that can be taken for this bequest.<\/li>\n<\/ul>\n<\/div><\/div><\/div>

        Charitable Remainder Trust (CRT):<\/h3><\/h3><\/div>
          \n
        • You transfer cash, securities or other appreciated property into a trust.<\/li>\n
        • The trust pays a percentage of the market value of the assets, re-valued annually or at a fixed amount, to you or to beneficiaries you name.<\/li>\n
        • When the trust ends, the principal passes to UNO.<\/li>\n<\/ul>\n

          The benefits of a CRT are:<\/strong><\/p>\n

            \n
          • An immediate tax deduction for a portion of your contribution to the trust.<\/li>\n
          • No capital gains tax on appreciated assets you donate.<\/li>\n
          • You or your designated beneficiaries receive income for life or a term of years.<\/li>\n<\/ul>\n<\/div><\/div><\/div>

            Charitable Lead Trust (CLT):<\/h3><\/h3><\/div>
              \n
            • You contribute cash, securities or other property to a trust.<\/li>\n
            • The trust makes fixed annual payments to UNO for a specified term of years.<\/li>\n
            • When the trust ends, the remaining principal goes to your heirs.<\/li>\n<\/ul>\n

              The benefits of a CLT are:<\/strong><\/p>\n

                \n
              • A gift tax deduction for the present value of the annuity payments to UNO.<\/li>\n
              • The annuity payments and the term of the trust can be specified in such a way as to reduce or even eliminate the transfer taxes due when the principal reverts to heirs.<\/li>\n
              • All appreciation that takes place in the trust goes tax free to your heirs.<\/li>\n
              • The estate tax credit can be used to further reduce taxes on transfers to heirs.<\/li>\n<\/ul>\n<\/div><\/div><\/div>

                Charitable Gift Annuity (CGA):<\/h3><\/h3><\/div>
                  \n
                • You transfer cash or securities to UNO.<\/li>\n
                • UNO pays you, or up to two annuitants you name, fixed payments for life.<\/li>\n
                • The principal passes to UNO when the contract ends.<\/li>\n<\/ul>\n

                  The benefits of a CGA are:<\/strong><\/p>\n

                    \n
                  • An immediate income tax deduction for a portion of your gift.<\/li>\n
                  • Your annuity payments are guaranteed for life, backed by a reserve and the assets of UNO.<\/li>\n
                  • Your annuity payments may be treated as part of ordinary income, part capital gains income (15%), and part tax-free income, depending on the assets used to fund the annuity.<\/li>\n<\/ul>\n<\/div><\/div><\/div><\/div><\/div><\/p>\n","protected":false},"excerpt":{"rendered":"","protected":false},"author":1,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"100-width.php","meta":{"give_campaign_id":0,"footnotes":""},"class_list":["post-2590","page","type-page","status-publish","hentry"],"yoast_head":"\nPlanned Giving - Wings For Val Foundation<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wingsforval.org\/planned-giving\/\" \/>\n<meta property=\"og:locale\" content=\"de_DE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Planned Giving - Wings For Val Foundation\" \/>\n<meta property=\"og:url\" content=\"https:\/\/wingsforval.org\/planned-giving\/\" \/>\n<meta property=\"og:site_name\" content=\"Wings For Val Foundation\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/wingsforvalfoundation\/\" \/>\n<meta property=\"article:modified_time\" content=\"2024-08-09T16:53:08+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/i0.wp.com\/wingsforval.org\/wp-content\/uploads\/social-image-w4v-1.jpg?fit=1200%2C675&ssl=1\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"675\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:site\" content=\"@wingsforval\" \/>\n<meta name=\"twitter:label1\" content=\"Gesch\u00e4tzte Lesezeit\" \/>\n\t<meta name=\"twitter:data1\" content=\"2\u00a0Minuten\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\\\/\\\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\\\/\\\/wingsforval.org\\\/planned-giving\\\/\",\"url\":\"https:\\\/\\\/wingsforval.org\\\/planned-giving\\\/\",\"name\":\"Planned Giving - 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