Did you know there are creative ways in which Neighborhood House, you, and your loved ones all benefit at the same time? Known as “planned gifts” these are opportunities that can offer win-win solutions for you, your loved ones, and Neighborhood House of Milwaukee.

Remember Neighborhood House in Your Will

This is the easiest gift you can make. Just consult with an attorney.

Put Your IRA to Work for Neighborhood House

Avoid income tax and potential estate tax on your retirement plan assets. It’s a simple way for donors to avoid double taxation and make a difference at Neighborhood House. Your financial planner can advise you and set this up.

Gifts That Pay You Income

Did you know some gifts to Neighborhood House can return payments to you? The IRS allows these creative plans that can stretch your giving ability. These are gifts that pay you for life or a set period of time AND help you make a gift to Neighborhood House.

Please consult with your tax accountant and/or financial advisor to learn what this means to you.

The Benefits

 

  • An additional source of lifetime income for you, your spouse, or other loved ones.
  • A potential increase in the income you currently receive from these investments.
  • An immediate tax deduction for a portion of your gift.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.

 

Here are some options:

Charitable Gift Annuity Gives you secure, stable income at a good payout rate. Your gift can be in cash or stock.

Deferred Gift Annuity As a younger donor still in high-earnings years, you still need to save for your retirement while also lowering your taxable income.

Flexible Gift Annuity A flexible payment gift annuity offers the same benefits of simplicity, security and attractive income taxation that the deferred payment gift annuity provides, but gives you more flexibility.

Charitable Remainder Unitrust This gives you maximum flexibility with regard to the investment and benefits of your gift plan.

Charitable Remainder Annuity Trust This is best if you want the flexibility to invest and manage your gift plan, plus also the security of stable income.

 

If you would like to speak with us, please feel free to call Widge at 414-933-6161 ext. 127 or email widge@nh-milw.org.