Maximize the Impact of your Gift – Call us today at (562) 547-5806. Linda J. Rahn, CFRE

Want to maximize the impact of your gift and/or leave a lasting legacy to the Fisher Houses at the VA Long Beach, Camp Pendleton and Naval Hospital San Diego?

What is Planned Giving?
Planned giving is the process of making a charitable gift during a donor’s life or at death that is part of his or her financial or estate plan. In general, planned gifts use estate and tax planning techniques to maximize the gift and/or minimize its impact on the donor’s estate.

Planned Gifts can Provide Meaningful Tax Benefits to the Donor

• Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.
• Gifts payable to charity upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax.

Anyone Can Make a Meaningful Planned Gift
If you have a will or trust, or if you own stocks, bonds or other securities, life insurance, a retirement plan, real estate and/or personal property, any of these can provide an impactful gift to help military families at the Fisher Houses we support.