Your Goal

Planned Gift Solution

Benefits

1) Generate a quick and easy income tax deduction.

Make a cash gift to Seamen’s Church Institute.

1)      Tax deduction applies to a larger portion of your Adjusted Gross Income. 

2)      Immediate benefit for Seamen’s Church Institute.

1) Generate a larger income tax deduction while managing your costs over time.

Make an annual gift to Seamen’s Church Institute in monthly installments.

1)      Tax deduction applies to a larger portion of your Adjusted Gross Income.

2)      Provide regular, sustained support for Seamen’s Church Institute.

1) Generate an estate tax deduction.

2) Make a future gift to Seamen’s Church Institute without transfer of income or property.

Include a bequest to Seamen’s Church Institute in your will.  The bequest may be defined in terms of cash, stated property, or a share of the residue of your estate.

1) Tax deduction applies to the future transfer of your estate. 

2) No cost now.

1) Avoid capital gains tax.

2) Make a lower cost, higher impact gift to Seamen’s Church Institute.

Make a gift of appreciated stocks or bonds held for more than 1 year.

1)      No capital gains tax.

2)      Seamen’s Church Institute receives greater benefit for your charitable dollars. 

1) Multiply your charitable dollars.

Donate a Life Insurance Policy.

1) Create a substantial future gift for Seamen’s Church Institute.

2) Seamen’s Church Institute receives greater benefit for your charitable dollars.

1) Retain or increase your income.

2) Generate an immediate income tax deduction.

3) Diversify appreciated holdings.

Create a charitable remainder trust or charitable gift annuity, funded with appreciated securities or property.

1)      Immediate income tax deduction.

2)      Receive income for your lifetime or for the combined lifetime of you and your spouse.

3)      Diversify your appreciated holdings.

4)      Create a substantial future gift for Seamen’s Church Institute. 

1) Minimize gift and estate taxes.

2) Control the timing of assets passing to heirs.

Create a Charitable Lead Trust contributing income to Seamen’s Church Institute for a fixed term and distributing principal your heirs.

1) Freeze the taxable value of assets passing to your heirs.

2) Reduce gift and estate taxes.

1) Avoid capital gains tax.

2) Generate an income tax deduction.

Make a gift of Real Estate.

1) No capital gains tax.

2) Immediate income tax deduction.

1) Provide for your heirs and for Seamen’s Church Institute.

2) Eliminate income tax liability on your retirement plan assets.

Name Seamen’s Church Institute as your retirement plan beneficiary.

1) No income tax liability on your retirement plan assets.

2) Free up other assets for your heirs.

1) Make a future gift to Seamen’s Church Institute without giving up use of property.

2) Earn immediate tax deductions for a future gift.

Donate a residence, vacation home or farm to Seamen’s Church Institute via a Retained Life Estate.

1) You keep donated property for life or a defined term.  At the end of the term, the property passes to Seamen’s Church Institute.

2) Generate an immediate income tax deduction and gift credit on a portion of the appraised value of the property.