Planned giving opportunities come in many shapes and sizes and offer significant tax and philanthropic benefits to the donor. With a planned gift:
- Your giving capacity increases
- You receive an immediate tax deduction and avoid capital gains tax
- You gain a sense of philanthropic accomplishment
- You can protect your assets and ensure that they are used to support your interests
- You can make a lasting impact
Planned gifts can come in the form of bequests or gifts of real estate, life insurance, and appreciated securities. Gifts of charitable remainder trusts are also an excellent way to donate while receiving both immediate tax benefits and income. Please click on the Planned Giving Chart (Adobe pdf format) for more details about planned giving vehicles. You should review your personal estate plan with your financial and legal advisors when considering a planned gift. Please contact
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in the Advancement Office, 650-350-4559, for more information.
Donors who make planned gifts become members of Nueva's Legacy Society and are acknowledged in the Annual Report and through periodic newsletter articles.