Planned Giving Options
PLANNED GIVING – Fulfilling Your Wishes, Ensuring a Legacy
IRA Rollover - As of December 18, 2015, Congress and President Obama have signed the Protecting Americans from Tax Hikes Act (PATH), making extensions permanent for the future and retroactive to the beginning of 2015 for IRA transfers made earlier in 2015 (this incentive had previously been expired since January 1, 2015).
This provision gives individuals 70½ and older the option to give to charities like The JESUS Film Project and Campus Crusade for Christ directly from their traditional IRA up to $100,000 without the normal tax consequences on withdrawals. An IRA Rollover gift meets the minimum distribution requirements* and many people can benefit. For those whose charitable giving exceeds their annual adjusted gross income limits, a gift of this kind is especially helpful. Consult your tax advisor. Gifts must have been transferred by December 31, 2015 for the 2015 tax year. For assistance, call toll free at 1-888-278-7233, option #1, then option #2, and ask for Ben Grames, Debbie Williams or Cathy Emmans. Or if you prefer, you can email them at email@example.com.
*Restrictions apply; contact your tax advisor or IRA custodian.
What is planned giving?
The term refers to charitable giving that is planned ahead of time. These gifts can be advantageous to the donor by providing significant tax benefits and/or income for life, and at the same time providing a gift for a well-loved cause: The JESUS Film Project. A variety of methods used to make these gifts range from simple bequests made in wills to setting up charitable trusts.
Benefits of planned gifts:
- Avoid capital gains tax
- Avoid estate taxes
- Reduce the donor's income tax
- Increase current income for the donor or others
- Make a significant gift to The JESUS Film Project or other ministries that God lays on your heart
- Pass assets to your family at a reduced tax cost
Helpful Web Seminars
The ministry offers live, interactive web seminars (webinars) periodically. They are on timely and relevant charitable gift and estate planning topics. To watch past seminars or to download a copy of a presentation, click here.
For further information or answers to your questions, please feel free to call our Gift and Estate Planning Team toll free at 1-800-449-5454. Our team of professionals can provide you with additional information on a variety of planning tools and strategies that can help guide you, in consultation with your advisors, to the best solutions for you. The ministry also offers an Estate Design Service, from which a number of friends have benefited; perhaps you can as well... click here to learn more. There is no obligation and the call is toll free, so call us today. You can send an email to: firstname.lastname@example.org.
- Tax Reform: What Does it Mean to You in 2016?
- Gift and Estate Design Services
- Bequest (Will or Estate)
- Gift of Appreciated Stock and Securities
- Gifts of Bitcoin and Other Virtual Currencies
- Gift of Grain, Livestock and Farm Commodities
- Gift of Appreciated Real Property
- Gift of Life Insurance
- Donor Advised Fund
- Planned Giving Webinars
- Charitable Gift Annuity
- Charitable Remainder Trust
- Charitable Lead Trust
- Retained Life Estate
- Family Letter
- Staff Legacy Fund
- Gift of Part of a Business
- Exit Strategies for Real Estate Investors