Planned or deferred gifts provide flexible strategies for your estate and charitable planning. Some planned gifts provide income, and many of them reduce your taxes. The greatest benefit, however, lies in knowing you are supporting the mission and ministry of Living Hope International as a reflection of your Christian faith and out of gratitude for God’s many blessings.
Gifts that Pay Income
Charitable Gift Annuity: In exchange for a gift of cash, stocks or other assets, by contract, you or a loved one receive fixed income at an attractive rate of return. A portion of the gift will benefit LHI.
Charitable Remainder Trust: You contribute assets to an irrevocable trust. These assets are invested by you, and you or a loved one receive income from the trust. The remaining assets benefit LHI.
Benefits of Income – Producing Gifts
- Receive income payments
- Obtain a charitable deduction for a portion of the value of the gift
- Save on capital gains taxes when you contribute appreciated securities
- Convert low- or non-income assets into a gift with an attractive income stream
Gifts During Your Life
Maximize Kingdom impact, save taxes, and experience the joy of generosity during your lifetime.
Outright: In addition to cash, you can make an outright gift of real estate, a paid-up life insurance policy or other property of value directly to LHI.
Stock: If you currently write checks to support LHI, and have appreciated stocks or mutual funds, you can significantly reduce the cost of your gift while giving more by gifting stock before the sale.
Charitable IRA Rollover: If you’re over 70½, you can make a tax-free distribution from your IRA to LHI.
Donor-Advised Fund: Instead of writing checks directly to LHI, you can manage ALL of your charitable giving with a Donor-Advised Fund – which works like a charitable checking account. You give assets into the fund (cash, stocks, real estate, etc.), receive an immediate income tax deduction, and then recommend grants to your church and LHI when timely. This is a great tool for windfalls, inheritances, and year-end business profits.
Benefits of Lifetime Gifts
- Receive an immediate tax deduction
- Save on income, capital gain, gift, and/or estate taxes
- Experience the joy of your gift being put to good use during your lifetime
Gifts Upon Death
These gifts ensure future generations will benefit from your generosity and legacy.
Bequests: You can designate a specific dollar amount or a percentage of your estate to LHI in your will or trust.
If you make annual gifts and wish to continue support after your lifetime, you can arrange an endowed gift through a Donor-Advised Fund or your trust.
Life Insurance and/or other Retirement Assets: You can name LHI as the beneficiary of a life insurance policy or retirement account (i.e. IRA, 401k, etc.).
Benefits of Gifts at Death
- Distribute your assets according to your wishes
- Save on estate taxes with proper planning
Contact us with any questions:
Living Hope International
PO Box West Bend, WI 53095-0116
Tax ID: 39-2000544.