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Goals and Benefits
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Afford a larger gift to THE ASSOCIATED — and avoid capital gains liability |
Give appreciated stock or bonds held over one year |
Buy
low and give high — make a gift that costs you less
than the benefit it delivers to us, while avoiding capital
gains tax |
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Make a gift for THE ASSOCIATED's future that doesn't affect your cash flow or portfolio now |
Put a bequest in your will (cash, specific property, or a share of the estate residue or a designation in your retirement plan or life insurance policy) |
Today — a
gift that costs you and your family nothing. Tomorrow — tax benefits |
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Retain
income benefits from the assets you give to THE ASSOCIATED — thus
afford a larger gift |
Make
a contribution to our pooled income
fund. Create a charitable gift
annuity or a charitable
remainder annuity trust or unitrust |
Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
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Reduce
high tax liability now; gain additional income later |
Establish a deferred gift annuity |
A
larger deduction and a higher income rate than other life-income
gifts offer |
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Tap one of the most valuable assets in your portfolio to make a gift that benefits THE ASSOCIATED |
Use real estate to make your gift to benefit THE ASSOCIATED |
Avoid
capital gains tax, receive an income tax deduction — and
have the option of creating income payments for your life with a charitable remainder unitrust |
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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren |
Create
a charitable lead trust which
supports programs at THE ASSOCIATED for a fixed,
finite period with the principal going to your heirs |
Reduce
gift and estate taxes, and freeze the taxable value of growing
assets before they pass to your family |
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Avoid capital gains liability on the transfer of a business or partnership interest |
Contribute the partnership interest or business interest to THE ASSOCIATED |
Avoid
capital gain liability, receive an income tax deduction,
and use a gift asset you may have overlooked |
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Locate an overlooked asset that you can easily give to THE ASSOCIATED |
Name THE ASSOCIATED as beneficiary of your retirement plan; leave other assets to family |
Eliminate
income tax on retirement plan assets; free up other property
to pass to your heirs |
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Turn an unneeded asset into a meaningful gift |
Make a gift of a life insurance policy |
Increase your ability to make a significant gift to THE ASSOCIATED |
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| Maximize your deduction and make gifts later | Open a philanthropic fund or foundation | Tax savings today and give when you choose |
THE ASSOCIATED
101 W. Mt. Royal Avenue
Baltimore MD 21201
410-369-9228 | Fax: 410-837-1342
Email: mfriedman@associated.org
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