Current Planned Gifts

Goal: Quick and Easy Gift

Cash, Check, or Online Credit or Debit
  • Immediate income tax deduction and possible estate tax savings
  • Automatic regular gifts option
  • Direct gifts from your Donor Advised Funds
Sell a security that has declined in value and give the proceeds to charity
  • Cash gift benefits
  • Long or short-term capital losses to offset gains

Goal: Reduce Capital Gains Taxes

Transfer marketable securities—stocks, bonds, mutual funds, etc.—directly to your charity.
  • Gift is recorded at the current market value
  • Capital gains taxes are avoided
Transfer appreciated real estate, commercial property, or private residence to your charity.
  • Tax deduction for present fair market value
  • Subject to real estate transfer evaluations and conditions

Goal: Avoid Taxes from Withdrawals from Retirement Accounts

Required Minimum Distributions (RMD) up to $100,000 from Individual Retirement Accounts (IRAs) for individuals over 70 ½ years of age may be transferred directly to your charity without being included in taxable income.  Provision considered by Congress each tax year, so consult your tax advisor.

Goal: Make a Large Gift with Little Personal Cost

Contribute life insurance policies no longer needed
  • Name the charity as the beneficiary of the insured
  • Continuing policy premiums paid by the insured may result in certain tax deductions.  (Consult your tax advisor)

Note: As with all significant financial decisions, you should consult your tax and legal advisors before entering into complex planned giving agreements. For general questions or professional resource introductions, contact Tom Assmus.

6399 South Santa Fe Drive, Littleton, Colorado, USA 80120 | 800.922.3040 |
Business Hours: 8:00 AM-5:00 PM | Privacy Policy | Alert Line | Copyright ©2015 Denver Seminary

Powered by Academia 360 College CMS

Follow Us On Social Media