Get documents about "Gift Planning Chart - KQED
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LIFE INCOME GIFTS
Choose the Bequest
Gift Plan for in Will or Charitable
KQED That Outright Current Revocable Gift of Charitable Charitable Remainder Gift of Gift of Gift of
Matches Gift of Gift of Living Retirement Gift Remainder Annuity Charitable Life Real Retained
Your Goal Cash Securities Trust Plan Assets Annuity Unitrust Trust Lead Trust Insurance Estate Life Estate
Your Make a quick Make a quick Make a Avoid income Supplement Supplement Supplement Reduce gift and Make a Make an Donate your
and easy and easy gift: revocable gift tax and retirement retirement retirement estate taxes on significant outright gift personal
Goal tax-deductible l Annual support now and retain potential income with income with income with assets you plan gift using your or fund a life residence,
gift for: l The KQED assets during estate tax on fixed payments variable fixed income to pass to heirs unneeded income gift vacation home
l Annual support Endowment your lifetime IRAs or other that are payments that life insurance with property or farm now
l The KQED retirement partially can create a policy no longer and continue
Avoid capital
Endowment benefit plans tax-free hedge against needed to live there
gains tax
inflation
How You Simply write a Contribute Name KQED in l Name KQED as Enter into a Create a Create a Create a Donate your l Donate all or Deed ownership
check or arrange long-term your will or trust. beneficiary of charitable gift charitable trust charitable trust charitable unneeded life part of the of your home to
Make an electronic appreciated Designate for a: the remaining annuity contract that pays a fixed that pays fixed trust that pays insurance policy property to KQED and retain
Your Gift funds transfer stock, mutual l Specific amount assets after with KQED and percentage of annual income KQED a fixed or to KQED KQED occupancy
to KQED funds, bonds or l Or percentage your lifetime receive a fixed trust’s assets, variable income
other securities amount for one based on annual for a specific l Sell property
l Donate
to KQED or two lives trust revaluation term of years; to KQED at a
unneeded
principal is bargain price
withdrawals
retained for heirs
during lifetime
(after age 59½)
Your l Current income l Current income l Control of l Avoid income l Current income l Current income l Current income l Reduces l Current income l Current income l Current income
tax deduction tax deduction assets for tax and any tax deduction tax deduction tax deduction taxable estate tax deduction tax deduction tax deduction
Benefits for full fair your lifetime estate tax l Fixed payments l Receive l Fixed payments
l Remove market value on plan for life, often at
l Your family l Option for l Avoid capital l Lifetime use
property from Remove distributions, variable income for life, often at future gains tax of residence
l
a higher rate of keeps the
taxable estate Avoid capital property from leaving more for life a higher rate of deductions
l
return than principal, often
gains tax taxable estate favorably taxed return than through gifts Remove Remove
other investments l Capital gains with reduced l l
assets for gifts other investments to pay any property from residence
tax savings gift taxes
l Capital gains
l Remove to individuals at time of gift if Capital gains policy taxable estate from taxable
tax savings
l
property from at time of gift if funded with tax savings if l KQED can premiums estate
taxable estate funded with appreciated funded with serve as trustee l Relief from
appreciated assets appreciated if you desire property
securities assets management
l KQED can
l Partially serve as trustee l KQED can
tax-free if you desire serve as trustee
payments if you desire
