There are many ways to make a gift to Emanate Health. Your charitable gift may also help you to realize substantial tax savings. Foundation staff members are ready to assist you to help determine the best match between your philanthropic goals and Emanate Health's needs. We also ask you to consult your own legal and financial advisors as you consider your gift.
In its simplest terms, estate planning is the process of taking control of your assets. An estate plan is nothing more than a set of instructions that clearly spell out the way property should be managed during life and distributed at death. Estate planning offers a number of benefits.
A Charitable Lead Trust – How to Give and Pass Wealth to Heirs
Individuals looking for a tax-efficient way to pass wealth to family members and make a generous gift to charity look to charitable lead trusts, especially in a low-interest-rate environment. Why? Because low interest rates mean greater savings in transfer taxes (both gift and estate taxes).
Charitable Remainder Trusts
For decades, families have used charitable remainder trusts to reduce income taxes, convert assets like stock, real estate or other investments into a lifetime income, avoid capital gains tax, benefit meaningful charities and make a gift now or in a will.
A Charitable Gift Annuity – The Gift that Gives Back
As its name implies, a charitable gift annuity is both a gift and an annuity. It’s an uncomplicated gift that is exceedingly popular because it benefits both charities and donors. When you contribute property to charity, some of the donation supports the charity and some is returned to you in periodic payments for life.
Life Income Gift Plans – Ways to Give and Receive
Life income gifts serve a dual purpose: They provide an income stream for individuals and their families while lending invaluable support to our mission. Life income gifts come in three types: 1) Charitable remainder annuity trusts; 2) Charitable remainder unitrusts; and 3) Charitable gift annuities.
A Gift from Your IRA – A Simple and Smart Way to Give
A qualified charitable distribution from an IRA is a well-established and popular way to give. If you are 70½ or older, this option allows you to make a charitable gift and satisfy your annual required minimum distribution without paying taxes.
Retirement Planning – With Savvy Giving, Everybody Wins
Virtually everyone has to be proactive to ensure a secure retirement – not just saving, but devising dependable income strategies. Many people overlook the important role charitable gifts can play in solving retirement challenges. There are charitable planning options that can increase retirement income, reduce taxes and provide a unique opportunity to do good for others.
Making a Difference – An Overview of Gift Plan Options
Most of us, given the chance, want to leave a lasting reminder of the gratitude we feel for the institutions we love and support. It is a privilege to make a difference – to show, in some way, that we have contributed to important work or played a part in a cause that benefits society, perhaps for generations to come.
Gifts of Stock
Appreciated stock, held for more than one year, can be the ideal choice for individuals who want their charitable gifts to make the biggest impact for the lowest possible cost. The secret ingredient: double tax benefits. The best choices depend on your portfolio, investment goals and taxes.
Gifts of Real Estate
Many people own long-term, highly appreciated real estate they no longer use or no longer want to manage. In many cases, owners are looking for ways to pass the property on or convert it into an income stream. If you are one of these fortunate owners, you may want to consider how philanthropy can unlock earning potential, create tax savings and make an impact to our work.