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计划给

计划给

你可以创造你自己的遗产!

做出改变对你来说很重要, and charitable giving is an important part of your life and your core values. 像很多人一样, 你想知道你今天关心的事业和组织将在未来继续蓬勃发展. 好消息是,通过精心策划的礼物, you don’t have to be a millionaire to start a meaningful philanthropic legacy. 

计划给予什么??

简单地说, “计划捐赠”是指在一生中将资产转移到社区儿童指导诊所或作为遗产计划的一部分, 它可以被制成一个特定的量, 你遗产的百分比, or all or a portion of what is left after you have made bequests to your family. 这也是一种双赢的慈善捐赠方式,因为它不仅支持社区儿童指导诊所, but can also provide you with tax benefits now or in the future. This forward-thinking approach to giving is “planned” because often these assets are not liquid, have tax consequences and are generally transferred via a will or other written means.

很容易

Planned giving is easy to do and you don’t have to be wealthy to do it. Whether it is naming your favorite charity in your will or trust for a modest amount, 或者是房子和财产的礼物, 有一个简单的选择适合你.

它可能涉及到你可能从未想过的资产

人寿保险单. 房地产. 股票. 商业控股有限公司. 支票或储蓄账户. These are all assets that can be leveraged in planned gifts.

它可以产生收入流

作为对房地产捐赠的回报, 股票或其他资产, 你可以收到一系列定期付款.

它可以提供慷慨的税收优惠

不同收入水平的捐助者都能从中受益, 这取决于礼物的类型, 短期和/或长期的税收优惠可能适用. Consult with your financial or estate planner for more specifics.

IT CAN WORK SIDE-BY-SIDE WITH OTHER FAMILY PRIORITIES

有计划的捐赠不是“全有或全无”的选择,它可以与其他受益人和个人优先事项联系在一起.

人们长久以来都记得

指定一个计划好的礼物自动使你成为社区儿童指导诊所遗产协会的一员. 遗产协会的会员在出版物上获得认可,并收到参加特别活动的邀请. In addition to the satisfaction of making a meaningful gift, most planned gifts have immediate and/or long-term tax benefits. The chart below can help you find the type of gift that is right for you. Consult your financial advisor or estate planner to find out what the best option is for you, 并加入中华基督教会遗产协会!

规划遗产

在规划遗产时, 您需要考虑您希望如何使用您的捐赠来造福ccgc -是不受限制的目的还是仅限于特定的领域或目的, 你是否希望它是一个可使用的基金(收到后就花掉)还是一个捐赠基金(永久保存).

  • An 不受限制的 bequest allows CCGC to determine how to use the funds based on its most pressing needs. 
  • 限制 bequest directs assets to a specific fund or particular purpose. 
  • 消耗品基金 是完整使用的吗, 通常在相对较短的时间框架内, although some larger expendable gifts are used over longer periods.
  • 捐赠基金 provide income every year in perpetuity to carry out the designated purpose of the fund. Note that endowed funds have minimum required amounts. 

请与Kevin McMahon联系 kmcmahon@diasdeviciojuegos.com or (860) 643-2101 X244号,如果你正在考虑一个有计划的礼物.