Each client you work with has unique charitable interests and financial circumstances. Consideration of all of the various planned giving stratetgies can help you match your client with the one that will work best for them.

Outright Gift Your client can make a gift of cash, stocks, bonds, real estate or other assets to CFSA. Their charitable gift qualifies for a maximum tax advantage under state and federal law.

Bequest by Will Your client can designate a portion of their estate as a gift. They will typically be eligible to receive a substantial reduction in federal gift and estate taxes. >>more

Charitable Gift Annuity Your client can make a gift of cash or property and get immediate tax benefits. We will ensure that they or a loved one receives fixed quarterly or annual income payments for life. >>more

Charitable Remainder Trust Your client can place cash or property in a trust that pays them  or another named beneficiary an annual income for life. After death, the remainder of the trust transfers to CFSA and is placed in the charitable fund your client selected. They receive tax benefits for the year they establish their trust. >>more

Charitable Lead Trust Your client can place cash or property into a trust that pays a fixed amount to CFSA for the number of years they select. Once this period ends, the assets held by the trust are transferred to the beneficiaries they name. In some cases, they can receive a substantial reduction in federal gift and estate taxes. 

Beneficiary Designation Your client can make CFSA a full or partial beneficiary of their life insurance policy or retirement account. It’s an easy way to make a legacy gift without modifying their estate plan. Upon death, their gift is placed in to a charitable fund of their choosing.

Contact

Lori Hoby, CPA
Executive Director
Center for Planned Giving
(520) 770-0800 x107
(520) 770-1500 Fax