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Your Goals |
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Your Strategy |
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Your Benefits |
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Maximize your deduction; minimize the gift details. |
Use cash to make your gift to Holy Family. |
Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Holy Family.
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Avoid capital gains liability and take an income tax deduction.
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Use appreciated securities, instead of cash, to make your gift. |
Buy low and give high – while avoiding capital gains tax.
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| Avoid capital gains tax on appreciated real estate. |
Make an outright gift of real estate or consider a bargain sale or retained life estate. |
Avoid capital gains liability and take an income tax deduction. |
Make a gift for Holy Family's future that costs you nothing now. |
Include a bequest for us in your will (cash, specific property, or a share of the estate residue). |
Today – a painless way to build our financial strength.
Tomorrow – resources that we will put to use.
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| Leave more of your estate to your heirs. |
Name Holy Family as beneficiary of your retirement plan, leave less-taxed assets to family. |
Eliminate income tax on retirement plan assets; free up other property to pass to your heirs. |
| Create a long-term gift that won't draw funds from your estate. |
Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need. |
Increase your ability to make a significant gift to Holy Family. |
Get benefits back from the assets you give to Holy Family – and thus afford a larger gift.
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Make a contribution to a pooled income fund, or create a life-income plan like a charitable gift annuity or a charitable remainder unitrust.
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Receive income for your lifetime; receive a charitable deduction; diversify your holdings. |
| Reduce gift and estate taxes and leave more of your assets to your heirs. |
Create a charitable lead trust to pay income to Holy Family for a fixed time, then pay the remainder to your heirs. |
Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family. |
Reduce high tax liability now; gain additional income later.
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Establish a deferred gift annuity. |
A larger deduction and a higher income rate than our other life-income gifts offer.
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