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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 Perkiomen. |
Claim
your deduction against a larger portion of your adjusted
gross income, and make an immediate impact on Perkiomen.
|
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 Perkiomen'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 Perkiomen 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 Perkiomen. |
Get
benefits back from the assets you give to Perkiomen – 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.
|
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 Perkiomen 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.
|
Establish
a deferred gift annuity. |
A
larger deduction and a higher income rate than our
other life-income gifts offer.
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