Ways to Give / Planned Giving
Some people’s legacies are written on monuments. Yours can be written on lives.
Planned, or deferred, gifts provide creative and flexible strategies for your estate and charitable planning. Some planned gifts provide income and many of them reduce your taxes.
The greatest benefit, however, lies in knowing you are supporting the mission and ministry of Shepherds College.
Other Planned Gift Options
The principal benefits of planned gifts accrue to Shepherds College at a later time, after your death, or after the death of your last-named beneficiary.
Planned gifts can take many forms, providing additional income for you and/or your heirs, reducing income and estate taxes, relieving you and your heirs of complicated financial management responsibilities, and helping to fulfill your personal, humanitarian, and charitable objectives. Planned gifts can be made in cash, real estate, stocks, bonds, personal property, or life Insurance.
Gifts During Your Lifetime
Benefits of Lifetime Gifts:
- Receive an immediate tax deduction
- Save on income, capital gain, gift and/or estate taxes
- Experience the joy of the gift being put to good use during your lifetime
In addition to cash, you can make an outright gift of real estate, a paid-up life insurance policy, or other property of value directly to Shepherds Foundation, Inc. to benefit the students of Shepherds College.
If you currently write checks to support Shepherds College but also have appreciated stocks or mutual funds, you can significantly reduce the cost of your charitable gift while giving more by gifting stock before the sale.
Charitable IRA Rollover
If you are over 70 ½, you can make a tax-free distribution from your IRA directly to Shepherds Foundation, Inc.
Instead of writing checks directly to Shepherds Foundation, Inc., you can manage ALL of your charitable giving with a Donor-Advised Fund – which works like a charitable checking account. You give assets into the Fund (cash, stocks, real estate, etc.), receive an immediate income tax deduction, and then recommend grants to your church and Shepherds Foundation, Inc. when timely. This tool is great for windfalls, inheritances, and year-end business profits.
Gifts that Pay Income
Benefits of Income-Producing Gifts:
- Receive income payments
- Obtain a charitable deduction
- Save on capital gains taxes
Charitable Gift Annuity
In exchange for a gift of cash, stocks, or other assets, by contract, you or a loved one receive fixed income at an attractive rate of return. A portion of the gift will benefit Shepherds College.
Charitable Remainder Trust
You contribute assets to an irrevocable trust. You invest these assets, and you, or a loved one, receive income from the trust. The remaining assets benefit Shepherds College.
Some gifts are a bit more technical to set up. We encourage you to use your own trusted financial advisors to guide you through the process.
For more technical gifts, we are proud to partner with National Christian Foundation Wisconsin to help you give in tax-smart ways. You can contact them at 262-796-9910 or www.ncfgiving.com/Wisconsin to explore any of these unique charitable giving opportunities.
See Planned Giving article in SOAR Magazine.