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Planned Giving

Types of Planned Gifts

Giving options provide exceptional planning strategies and flexibility and may minimize tax implications.

    * Reduce your income taxes
    * Avoid capital-gain tax
    * Increase your spendable income
    * Retain payments for life
    * Achieve no-cost, worry-free asset management

Types of Giving Include:

Gifts by Will
Make a gift that costs nothing now. Read more

Gifts That Pay You Income
Do you want to support Holy Angels but worry about having enough income for yourself and your loved ones? Life-income gifts can provide donors with an income stream, significant tax savings, and the satisfaction of supplying Holy Angels with vital long-term resources. Read more

The Charitable Lead Trust
Transferring property to Holy Angels and individuals you wish to benefit is not always an either/or proposition. With careful planning you may be able to arrange your transfers to accomplish more than one objective. For example, if you have assets that are appreciating, children who may want to start a business in the future, and a desire to assist Holy Angels, you may wish to consider creating a charitable lead trust. Read more

Gifts from Retirement Plans
You may consider using retirement-plan benefits to make a significant gift that will support Holy Angels. Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small. Read more

Estate Note
You may make a charitable gift to Holy Angels after your lifetime without revising your current will or estate plans. An estate note is an irrevocable pledge or debt against the donor's estate. Read more

Gifts of Assets
The simplest way to support Holy Angels is through cash gifts. But creative gifts of assets can include stocks, bonds, and personal property such as artwork. These can not only provide you with charitable deductions, but can also offer additional tax savings. Read more

 

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