American Historical Society of Germans From Russia

Charitable Planned Giving... ...what it is and how it works Planned Giving is a valuable way to make a charitable gift to help our Foundation carry out its mission to conduct its important historic work. The Donor can achieve solid benefits from Charitable Planned Giving by avoiding or lessening taxation, income enhancement, gift and estate tax planning, and solving capital gain tax problems. In short, with Planned Giving, you can help us and help yourself at the same time. Here are some of the ways: > OUTRIGHT GIFTS Charitable Gifts can be made in a number of forms. Gifts to our Foundation of cash or cash equivalents may be taken as a charitable contribution income tax deduction for up to 50% of adjusted gross income in the year of the gift. Any unused portion of the charitable deduction may be carried forward for up to five additional years. Due to the rapid escalation in values and the capital gains exposure, gifts of marketable securities, real estate, collectibles, and closely held family corporation stock have come to make a great deal of sense. Gifts in this form may be taken for up to 30% of adjusted gross income with the same five year carry forward as cash. Perhaps more importantly, all capital gains tax liability is completely avoided when making an outright gift of highly appreciated assets. Outright giving can be a very effective "estate reduction" method. > CHARITABLE GIFT ANNUITIES A Charitable Gift Annuity from our Foundation can give donors enhanced after-tax income for the rest of their lives. With the Charitable Gift Annuity, donors do two things at once: Make a charitable gift, and secure a fixed-rate lifetime income. The IRS allows a charitable contribution income tax deduction, part of the lifetime income is tax-free, and if the Gift Annuity is funded with appreciated property, a portion of the capital gains tax liability is avoided. There are many varieties of Gift Annuities including the Deferred Flexible Gift Annuity, College Annuities, and Gift Annuities for the Remainder in a Home - all of which offer an added dimension to planning for the achievement of a variety of personal financial objectives. Additionally, the Gift Annuity passes outside of the estate, so there are no probate costs or estate tax consequences.

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