
PLANNED GIVING IS A METHOD OF SUPPORTING NON-PROFITS AND CHARITIES THAT ENABLES PHILANTHROPIC INDIVIDUALS OR DONORS TO MAKE LARGER GIFTS THAN THEY COULD MAKE FROM THEIR INCOME. WHILE SOME PLANNED GIFTS PROVIDE A LIFE-LONG INCOME TO THE DONOR, OTHERS USE ESTATE AND TAX PLANNING TECHNIQUES TO PROVIDE FOR CHARITY AND OTHER HEIRS IN WAYS THAT MAXIMIZE THE GIFT AND/OR MINIMIZE ITS IMPACT ON THE DONOR'S ESTATE.
How should I give?
Here is an outline of some of the most common types of planned gifts. You should consult a tax/legal professional to determine which vehicle will help meet your individual needs.
Gift Type |
Your Goal |
Your Benefits |
Bequests |
Defer a gift until after your lifetime |
-Estate tax exemption |
Retirement Assets |
Avoid the twofold taxation on IRAs or other employee benefits |
-Removes tax from the most highly taxed asset, leaving more for family |
Charitable Remainder Trusts |
Give low-basis investments, receive a steady income and tax deduction, and avoiding capital gains |
-Income for life—fixed or variable based on trust type |
Charitable Lead Trusts |
Reduce gift and estate taxes on assets you pass to children or grandchildren |
-Reduces your taxable estate |
In addition to ensuring the future stability of the Carolina Raptor Center, you will receive the following member benefits:
- Special recognition in the Eagle Aviary on the Raptor Trail
- Commemorative brick on the Raptor Trail
- Golden Eagle Society lapel pin
- Invitations to all major donor events
For more information, or to join the Golden Eagle Society today, email us today to learn more.