Holy Spirit Regional School Development Office - Ways to Give

updated: August 26, 2007

	Development Office: Ways to Give
	Ways to Give
History of Foundation FAQs Five Year Goals Ways to Give Cash Securities Real Estate Life Insurance Bequests Deferred Gifts BASH/Events Praetorian Alumni	Cash An outright gift of cash qualifies as a charitable deduction for federal income-tax purposes. SECURITIES A gift of securities, stocks, or bonds entitles the donor to an income-tax deduction; a gift of appreciated securities may also reduce capital-gains tax liability. REAL ESTATE A gift of real estate provides the donor an income tax benefit as well, since the market value of appreciated property is deductible. Property can be donated with the provision that the donor will continue to occupy it. (Top)

	LIFE INSURANCE
	A gift of life insurance allows the donor to make a very substantial contribution to the HSRS Foundation. The gift can be a paid policy no longer needed by the owner, or a new policy can be purchased naming the Foundation as the beneficiary. (Top)

	BEQUESTS
	A bequest is a gift made through a will. It can be given as a specific amount, as a percentage of an estate, or as a remainder share. A bequest reduces the size of the taxable portion of an estate and can lower federal estate-tax liability. A codicil naming the Foundation as a beneficiary can also be added to an existing will. (Top)

	OTHER DEFERRED GIFTS
	There are a variety of trust arrangements that can be set up to benefit both Holy Spirit and your family. Through a remainder gift, a donor may contribute assets to the Foundation and retain the income from these assets for life. Through an income interest gift, a donor may contribute the income from an asset while retaining ownership of that asset. Both types of gifts can offer immediate and future tax advantages. (Top)


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