Investing for Eternity

Investing for Eternity

Realizing an Infinite Return   

The Purpose of Investing   

Being responsible in what is given

The Last Check You Write

The end game in mind

What are your Options

Do nothing – If you don’t have a plan, someone has one for you!

Spend it

Give it away - $15,000 Federal Gift Exclusion

Estate Planning – Trust or Will

Donate it

Why Choose a Charity as part of your Estate Plan

Leaving A Legacy

Seeing a Long Term Investment into Charity

Being Responsible

Seeing Your Generosity in Action

Ways to Give

With additional testamentary funding by will, charitable trust, gift annuity, retirement plan or insurance policy, you and your family can leave your own personal stamp on history and possibly reduce your taxes for today.

IRAs - If you are 70½ years old or older, you can take advantage of a simple way to benefit your charity and receive tax benefits in return. You can give up to $100,000 from your IRA directly to a qualified charity without having to pay income taxes on the money.

This law no longer has an expiration date so you are free to make annual gifts this year and well into the future, or add the charity as a beneficiary to your IRA.

Estate Assets – You can include a charity in your Will or Trust simply by writing them in. You can pick a dollar amount or percentage or dedicate certain assets to the charity.

Life Insurance - You can add a charity as a beneficiary of your life insurance.

Annuities – You can add a charity as a beneficiary of your Annuities and still remain in control of the income or guarantees for the remainder of your life or spouse’s life. You can choose either a percentage or the entire amount to leave to a charity.

Donor Advised Funds – Take a tax advantage today, watch it grow and give charity(ies) grants along the way.

Charitable Remainder Trust – adding a trust for the purpose of charity