Your Goal |
Your Strategy |
Your Benefits |
| Make a gift for Dogs for the Deaf's future that costs you nothing now. | Include a gift from your will or trust (cash, specific property, or a share of the estate.) | A great way to help Dogs for the Deaf build financial strength and provide resources that maintain our traditions. |
| Avoid capital gains liability and take an income tax deduction. | Use appreciated securities instead of cash to make your gift. | Buy low and give high - while avoiding capital gains tax. |
| Leave more of your estate to your heirs. | Name Dogs for the Deaf as beneficiary of your retirement plan and leave less-taxed assets to family. | Elminate income tax on retirement plan assets and free up other property to pass to your heirs. |
| Continue to receive benefits back from the assets you give to Dogs for the Deaf - and thus make a larger gift. | Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust. | Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
| Reduce high tax liability now; gain additional income later. | Establish a deferred gift annuity. | Receive a larger deduction and a higher income rate than an immediate payment annuity. |
| 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 of coverage you no longer need. | Increase your ability to make a significant gift to Dogs for the Deaf. |
| Reduce gift and estate taxes and leave more of your assets to your heirs. | Create a charitable lead trust to pay income to Dogs for the Deaf 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. |
| Tap one of the most valuable assets in your portfolio to make a gift to Dogs for the Deaf. | Use real estate to make your gift to Dogs for the Deaf. | Avoid capital gains tax, receive an income tax deduction - and have the option of a gift that doesn't affect your lifestyle. |
Contact General Manager Vaughn Maurice for more information.
Vaughn Maurice General Manager, Dogs for the Deaf 10175 Wheeler Road Central Point, Oregon 97502 (541) 826-9220 ext. 321 1-800-990-DOGS toll free vaughn@dogsforthedeaf.org The material presented here is not offered as legal or tax advice.