Planned Giving

One More Day Society

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Goals & Gifts

The following chart details which gift contribution to use as a vehicle according to your personal goal.  After determining which gift fits your needs best, please meet with your financial professional or contact our friendly staff at the Foundation by calling 765.569.7223 or email parkeccf@yahoo.com.

 

Your Goal Your Gift

How To Make

The Gift

Your Benefits
Make a quick and easy gift Outright Gift

Donate cash, securities

or personal property

Income tax deduction; elimination of any capital gains tax

Make a revocable gift during your lifetime

Living Trust

Name PCCF beneficiary of assets

in a living trust

Lifetime control of trust; possible estate tax savings

Defer a gift until

after your lifetime

Bequest in will Name PCCF in your will

A donation exempt from

federal estate taxes

Make a larger gift with

little cost to yourself

Life insurance

gift

Transfer ownership of an

existing policy or purchase

new policy in our name

Current income tax

deduction; possible future

deductions

Eliminate the twofold taxation

on retirement plan assets

Retirement

plan gift

Name us beneficiary of

the remainder of the

assets after your lifetime

Avoidance of heavily taxed

gift to heirs, allowing other,

less costly assets to heirs

Eliminate capital gains tax on

the sale of a home or other

real estate

Real estate gift

Donate the property to us,

or sell it to us at a

bargaining price

Immediate income tax

deduction and lifetime

use of home

Give your personal residence

or farm, but continue to live

there

Retained life

estate

Designate the ownership

of your home to us, but

retain occupancy

Charitable income tax

deduction and lifetime use

of home

Supplement income with

fixed annual percentage rate

Charitable

remainder

unitrust

Create a trust that pays a

percentage of the trust's

assets, valued annually

Immediate income tax

deduction, annual income

for life that has potential

to increase

Supplement income with fixed

annual payments

Charitable

gift annuity

Enter a contract with us, in

which we'll pay you fixed

payments annually

Current and future savings

on income taxes; fixed

payments for life

Reduce gift and estate taxes on assets passing to heirs

Charitable

lead trust

Create a trust that pays a

fixed or variable income to

us for a set term, and then

passes to heirs

Reduced size of taxable

estate; keeps property in

family, often with reduced

gift taxes


 


 

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