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Help Us Give Back to You
– and to those who matter most!
The ideas and opportunities presented in this newsletter are offered in the spirit of inspiring and refining your own thinking about tax and estate matters — after all, everyone wants to preserve more of what their hard work has acquired, both for themselves and the family and friends they value most.
Downstate's Office of Philanthropy can help you to explore the possibilities: we offer a wide range of planned giving opportunities that provide donors with an assortment of desirable tax and estate planning benefits.
Contact us today to learn more about how helping Downstate is really helping yourself!
Main Office: 718.270.4418
Please Note: The information presented here is not intended as financial or legal advice. For financial advice, please consult appropriately licensed financial planning experts. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income tax include federal taxes only. Individual state taxes and/or state law may impact your results.
Money and You
More Money for You - and the Ones You Love!
Archived Featured Gift Opportunity No. 1
The gift opportunity below may potentially provide highly-desirable tax and estate benefits.
The Unique Power of Planned Gifts
For many donors, planned gifts represent an exciting and desirable opportunity, because they can multiply giving capacity, while providing significant tax and estate planning benefits.
Imagine being able to support your top philanthropic priorities:
At the most basic level, a planned gift is a major charitable gift made as part of a donor's overall financial and/or estate planning.
Planned gifts can be funded via cash, appreciated securities/stock, real estate, artwork, partnership interests, personal property, life insurance, or your retirement plan -- among other applicable financial assets.
As suggested above, some planned gifts provide a life-long income to the donor and/or loved ones, while other planned gifts leverage estate and tax planning techniques to maximize each gift's magnitude and protect the donor's estate.
How Might Planned Gifts Benefit You?
Depending upon your specific circumstances, the assets given and the type of planned gift employed, as a donor, you can generally expect to obtain some or all of the following highly-desirable income, tax, and estate benefits:
The total savings planned gifts provide (combining income, estate, and capital gains tax and estate benefits) can potentially exceed 50% of the total amount gifted to charity.
Planned Gifts take on many forms – such as Bequests, gifts from IRAs and pension plans, Life Insurance, Charitable Gift Annuities, and Charitable Remainder Trusts.
We understand that so much opportunity can be a little overwhelming!
In order to manageably share with you the full range of planned giving opportunities, each future edition of Money and You will present a specific gift-type for your consideration and review.
In the meantime, if you'd like have a direct conversation about planned giving opportunities at Downstate, please feel free to contact the Office of Philanthropy at 718.270.4188 – we'll be happy to chat about the options that may be appropriate for you!
Remember to Consider Downstate
As you and your advisors capably plan for the future, please remember to consider how a planned gift to Downstate can benefit both you and your loved ones -- while ensuring that Downstate's world-class excellence in education, research, patient care will continue far into the future.