Summary
Ways You Can Give
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Gift Legacy Calculator

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expect to receive with 


























a unitrust, annuity trust, 


























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and unitrust, NOW, with


























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Calculator!

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references to the “church” 


























and “Seventh-day Adventist 


























Church” are meant to refer to


























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Yearbook.

There are many ways you can give, with benefits depending upon your cycle of life. Here is a quick review . . .
 

If your goal is to . . .

Then you can:

Your benefits are:

Make a quick and easy gift

 

Simply write a check now


 

An income tax deduction and immediate impact for the Church

Avoid tax on capital gains

 

Gift long-term appreciated stock or other securities
 

A charitable deduction plus no capital gains tax

Receive guaranteed, fixed income that is partially tax-free

Create a charitable gift annuity
 

Current & future savings on income taxes, plus stable income

Share your enjoyment of a collection of other personal items
 

Gift tangible personal property related to an exempt function of the Church

A charitable deduction, often based on the full fair market value
 

Make a revocable gift during your lifetime
 

Name the Church the beneficiary of assets in a living trust

Full control of the trust terms for your lifetime
 

Defer a gift until after your lifetime

 

Put a bequest in your will (give the Church cash, specific property, or a share of the residue)

Gifts fully exempt from estate tax

 

Make a large gift with little cost to yourself
 

Gift a life insurance policy you no longer need
 

Current & possibly future income tax deductions

Avoid the twofold taxation on IRA or other employee benefit plans
 

Name the Church as the beneficiary of the remainder of the assets after your lifetime

You leave your family other assets that carry less tax liability
 

Avoid capital gains tax on the sale of a home or other real estate
 

Gift the property to the Church, or sell it to the Church at a bargain price
 

An income tax deduction, plus reduction or elimination of capital gains tax

Gift your personal residence or farm but retain life use

Create a charitable gift of future interest, called a retained life estate

Tax advantages plus use of the property
 

Create a hedge against inflation over the long term
 

Create a charitable remainder unitrust
 

Payment of a variable income for life and tax benefits

Secure a fixed life income while avoiding market risks

Create a charitable remainder annuity trust
 

Tax benefits and often a higher rate of return
 

Reduce gift and estate taxes on assets you pass to children or grandchildren

Create a charitable lead trust that pays income to the Church for a specific term of years

The gift and estate tax benefits of a gift, family keeps the property
 


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To find out more, click a button to the left for a professional from your local conference or college . . . or you may complete the “Contact Us” form.

© 2000 Gift Planning & Trust Services, Pacific Union Conference
of Seventh-day Adventists. All Rights Reserved. Contact the webmasterr

This organization is not engaged in legal or tax advisory services. For advice or assistance in specific cases, the services of an attorney or other professional advisor should be obtained. The purpose of this web site is to provide accurate and authoritative information of a general character only. State laws govern wills, trusts, and charitable gifts made in a contractual agreement. Advice from legal counsel should be sought when considering these type of gifts.