Planned Giving Options

Planned giving isn’t scary or just for the very wealthy. There are a variety of options that people fine to be very easy and convenient. These options include Bequests/Wills, Charitable Gift Annuities, Appreciated Real Estate, Stocks or Bonds and Gifts Using Your Home.

If you would like to speak with someone who can provide additional information or would like to receive more information on other charitable tax planning options, please contact Cindy Collins at 619-443-4770 or cindyriverpark@yahoo.com.

Bequest/Wills
The easiest gifts that will have a lasting and significant impact

Did you know that 70% of American’s over 50 do not have a will? This is a shame because it is one of the easiest things to do and without a will the government will take over the handling of your estate and your final wishes for your heirs and community will be out of your hands.

There can be no charitable bequest if there is no will. Wills are important because it distributes your property according to your wishes while conserving your estate from tax and cost erosions.

When making out your will consider leaving a charitable bequest to Lakeside’s River Park Conservancy. This is the ultimate gift and it will perpetuate your life interest and leave behind a legacy for your community.

Charitable Gift Annuities
Gifts that generate you income for life

Gift Annuities are great example of how a gift can act as a retirement account for the donor and their spouse while providing them an income for life. In addition to the annuity payment, the donor receives a charitable income tax deduction and a portion of each annuity payment is usually tax-free.

Appreciated Real Estate, Stocks or Bonds
Gifts that provide donors with greater tax benefits

Donors have the satisfaction of making a gift to Lakeside’s River Park Conservancy while at the same time they avoids capital gain taxes, the effort of a sale and they remove that asset from their estate.

Gifts Using Your Home
Receive a tax deduction and continue to live in your home

You may make a gift of your home, receive a tax deduction, and continue to live in your home with a Life Estate Reserve gift. You maintain your residence, pay property taxes, etc. and the River Park wont assume total ownership of the property until after your lifetime.