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Planned Giving One Liners
- Giving appreciated securities may be more beneficial than giving cash. (links to appreciated securities)
- You don’t have to be wealthy to make a significant gift. (links to planned giving general)
- “I can’t support the [Your Organization]. I’m saving for retirement.” We have a gift plan that can help you do both. (links to deferred gift annuities)
- You can donate your home, get a deduction, then live there rent-free. (Links to retained life estates)
- Did you know your IRA can be taxed up to 80%? Here’s a way to avoid that. (Links to IRA)
- You can make a gift that costs you nothing during your lifetime. (Links to bequests)
- Make a gift and receive income for life! (Links to CGA)
