Elevator Pitches for Various Planned Giving Mediums

Elevator Pitches for Various Planned Giving Mediums

Article posted in on 15 December 2011| comments
audience: Charitable Trust Administrators, Inc. | last updated: 15 December 2011
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Charitable Gift Annuities – Immediate: “You can make a gift and receive guaranteed fixed payments for life. Payments may be much higher than your return on low-earning securi- ties or CDs.”

Charitable Gift Annuities – Deferred: “You can make a gift and guaranteed fixed payments for life. Deferred payments are higher than an immediate payment annuity as well as many se- curities and CDs. They are ideal to supplement other retirement income.”

Charitable Remainder Annuity Trusts: “This is a great way to make a gift, receive fixed payments, and defer or eliminate gains tax. It provides a steady cash flow and can be more beneficial than keeping an asset or selling it out- right.”

Charitable Remainder Unitrusts: “This is a great way to make a gift, receive payments that may increase over time, and defer or eliminate gains tax. It provides steady cash flow and can be more beneficial than keeping an asset or sell- ing it outright.”

Flip Unitrusts: “This is a great way to con- tribute illiquid assets, defer or eliminate gains tax, and receive steady payments that may in- crease over time. It can be more beneficial than holding an asset or selling it outright.”

Pooled Income Funds: “A pooled income fund works like a mutual fund by pooling and investing donations and paying the beneficiary an income for life. And if you donate appreci- ated assets, you pay no capital gains tax.”

Charitable Bargain Sales: “You can sell your property at a discount, deduct the difference, and receive a lump sum or installment payments.”

Charitable Lead Trusts:“You greatly reduce or avoid possible gift and estate tax on trust as- sets passing to family...if some trust income goes to charity for a few years.”

Retained Life Estates: “ You can deed your home, farm or vacation home, save taxes with a current deduction, and still use the property for the rest of your life.”

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Charitable Trust Administrators, Inc.
17501 E. 17th Street Suite 100
Tustin, CA 92780
United States
Phone: (714) 508-9100
Fax: (714) 508-9102

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