Deferred Planned Gifts

Goal: Defer a Gift Until After Your Lifetime

Last Will and Testament
  • Name your charity in your will or trust
  • Provide for a share of the estate residue, a percentage of your estate, or a specific dollar gift amount
Revocable Living Trust
  • Appointed trustees receive assets to invest, manage, distribute, even make charitable gifts during life or after death
  • Trustees are bound by the provisions of the trust, but its revocable nature allows flexibility to change provisions during life
  • Charities may be named for gifts during life or after death and may be combined with a pour-over will to consolidate all estate assets after death to be distributed in accordance with the trust provisions
Life Estate Agreements
  • A donor can deed a home, farm, or other real estate to a charity and reserve the right to continue living there or using the property for life.
  • Whether revocable or irrevocable it will determine timing of tax benefits
  • Subject to real estate transfer evaluations and conditions
Retirement Plans
  • Name the charity as the first, second, or last beneficiary for part or all of the proceeds left in the retirement fund at the death of the donor and/or the surviving spouse.
Financial Service Organizations
  • Direct certificates of deposit in banks or credit unions to the charity by including “POD (paid on death)” followed by charity name.
  • Similar arrangements may be available from brokerage accounts.

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