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.
Ways to Make a Gift
- Bequests (a gift from your will or trust)
- Gifts of Appreciated Securities (stocks, bonds, etc.)
- Life Insurance
- Retirement Plans
- Donor Advised Fund
- Real Estate
- Personal Property
We appreciate your consideration in making a planned gift to Fisher House Southern California, and encourage you to speak with your financial, legal, and tax professionals before making a planned gift. All gifts are subject to approval by FHSC Inc.