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Gift Plan Highlights

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Your Legacy will be an Avonian's Future
 

Gift Plan Highlights

Outright Gift: Cash

An outright gift of cash may help reduce income taxes and minimize or avoid estate taxes. Gifts of cash are simple and straightforward.

Outright Gift: Appreciated Securities

An outright gift of appreciated securities may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. Gifts of appreciated securities can provide dual benefits… relief from income and capital gains taxes.

Outright Gift: Real Estate

An outright gift of real estate may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. A gift of real estate is a significant gift that creates a significant income tax deduction.

Outright Gift: Collectibles

An outright gift of collectibles may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. In the right situation, the full value of the collectible can be deducted.

Retirement Plan Assets

An outright gift of retirement plan assets to Avon Old Farms School may help minimize or avoid estate taxes. A gift of retirement plan assets is a popular way to make a testamentary gift.

Bequest

A bequest may help minimize or avoid estate taxes. A bequest offers possible estate tax benefits that build your legacy.

Living Trust

A living trust may help minimize or avoid estate taxes. You name the charitable beneficiary for when the trust terminates.

Family Charitable Lead Trust

A family charitable lead trust may help minimize or avoid estate taxes and, depending on how the trust is designed and funded, help avoid or defer capital gains taxes. A CLT makes it possible to give to charity now and transfer wealth to heirs.

Gift of a Remainder Interest in Real Estate

A gift of a remainder interest in real estate may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. Gifts of a remainder interest in real estate create a deduction while you continue to live in your own home.

Donor-Advised Fund

A donor-advised fund may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. A donor-advised fund lets you set up an account with an outright gift and make grant recommendations.

Life Insurance

Charitable gifts of life insurance may help reduce income taxes and minimize or avoid estate taxes. A gift of life insurance is an opportunity to make a sizeable gift at a lower cost to you.

Wealth Replacement

Wealth replacement strategies may help minimize or avoid estate taxes and replace an asset given to charity. Wealth replacement strategies allow you to give to charity now and benefit heirs by replacing donated assets with life insurance.

 

Questions?

Please contact Sarah Wallace, Planned Giving Manager, at 860-404-4267,
or  
wallaces@avonoldfarms.com