Endowments

 

 

Deferred Gifts: Hurry Up and Wait!

 

 You may be in a financial position to provide for the needs of your favorite charitable organization now but prefer to save the personal benefits from such a gift for a future time, when your own needs may change. Deferred gifts often provide a path to the future for you and the charitable organization you support. You can give now and benefit later.

 

Waiting does have its advantages, especially in charitable estate planning. Consider this: You can financially support our organization now and lock in some retirement income for later years.

 

You can make a gift today that will make payments to you or other loved ones in the future, using such gift vehicles as the deferred charitable gift annuity* or the flip unitrust.

 

There are several gift options to choose from—all offer the benefits of giving today but then delay the beginning of income payments until a time more appropriate for you. You can opt for an eventual stream of fixed payments or payments that can vary over time.

 

You can defer the start of payments for several years. You can even make one gift today or several consecutive gifts over a period of time. The benefits of waiting are tremendous: You receive a charitable deduction immediately, a future income and, above all, help strengthen our cause.

 

Ask us about possible deferred giving options that allow you to make a gift today and receive benefits from your generosity now and at a later time. We look forward to discussing the opportunities. We can help you make the wait very worthwhile in exchange for your gift.

 

Receive tax benefits now, and income you can count on later, with a deferred gift today.

 

*Not available in all states or with all organizations. 

 

Our congregants have asked for answers to many questions. Click here for questions and answers.

 

Click here to Check out the new beneficial Tax Laws.

 

9/05

 
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