Goals, Strategies and Benefits

 

Your Goal

Your Strategy

Your Benefit

Make a gift that benefits the

children that is Painless.

Provide for Gifts by Will or

Trust, Gifts by Retirement

Account, or Gifts of

Appreciated Assets, or

Gifts of Life Insurance

Today – Painless way to

help the Daughters of the Nile

Foundation maintain its

financial viability.

 

Tomorrow – Provides the

finances to fulfill The

Foundation’s Mission.

 

Receive income and tax

deductions from your Gift

that helps the children.

Fund a Charitable

Remainder Unitrust or

 

Fund a Charitable

Remainder Annuity Trust

Receive an income for life,

get a charitable income tax

deduction and provide for

the sustained success of

the Foundation.

Give a larger portion of your

Estate to your beneficiaries.

 

Make a Gift of your

Retirement Plan to the

Daughters of the Nile

Foundation and leave the

assets that are not double

taxed to your beneficiaries.

Elimination of income tax

on your retirement

accounts.

 

Avoid capital gains taxes

and get a income tax

charitable deduction at the

same time.

 

Transfer appreciated

assets to the Daughters of the

Nile Foundation.

 

Buy low and give high

while avoiding capital

gains taxes.

 

Leverage the amount of

your gift to help the children

Donate a life insurance

policy that you no longer

need.

Increases your ability to

help the children.

Reduce gift and estate

taxes while leaving more for

your beneficiaries.

 

A Charitable Lead Trust

pays income to the

Foundation for a fixed

period of time and the

remainder to your heirs.

 

Reduces gift and estate

taxes while locking in the

taxable value of growing

assets that pass to your

heirs.

 

 

 Return to Gift Planning

 

 

 

Comments are closed.

Gifting Incentives

Other ways you can give to the Daughters of the Nile Foundation include naming the Foundation as a beneficiary on your Retirement Accounts or your Annuities; naming the Foundation as a joint tenant, payable on death beneficiary or transferable on death beneficiary on your Certificates of Deposit and Savings Accounts; or establish a Charitable Remainder Trust that benefits the Foundation.

Marketable Securities

Gifts of long-term appreciated securities may include individual stocks, bonds, or shares of mutual funds. Gifts of securities can be made quickly and easily and can enable you to do more with your gift because of the tax benefits.

Wills and Bequests

A bequest to the Daughters of the Nile Foundation Convalescent Endowment Fund will continue supporting Shriners Hospitals for Children® after your death.  Federal estate tax laws encourage charitable bequests by allowing an estate tax deduction for the full value of charitable gifts.  No limit is placed on the amount that can be left to charity and deducted from your estate as a charitable contribution.