GIFT COMPARISON

Our financial advisor offers this webinar as a review of your options. View it here.

If You Would Like to…

Then Consider…

How You May Benefit…

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  • Support Northshore Schools Foundation today.

 

  • Receive a charitable income-tax deduction.
An outright gift of cash
Deduct 100% of the gift value for federal income-tax purposes.

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  • Support Northshore Schools Foundation without depleting your cash reserves.

 

  • Avoid capital-gain tax.
A gift of appreciated stock
Decrease your out-of-pocket costs by avoiding capital-gain tax while providing support to the Northshore Schools Foundation.

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Minimize taxes on the transfer of a business you own.
A gift of closely held business stock
Receive an income-tax deduction and avoid capital-gain tax.

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Make a significant future gift without affecting your current lifestyle.
A charitable bequest
Reduce estate and death taxes, and retain control over your assets during your lifetime.

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Leave assets to your heirs and to Northshore Schools Foundation upon your death, even if you are not sure what to leave to whom.
Naming Northshore Schools Foundation as a beneficiary of your retirement-plan benefits
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs.

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  • Make a significant gift to Northshore Schools Foundation.

 

  • Retain an income for yourself.
A charitable gift annuity
Receive a current income stream and an immediate income-tax deduction.

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  • Receive a charitable income-tax deduction now.

 

  • Receive income later.
A deferred-payment gift annuity
Receive an immediate income-tax deduction and income to begin at a future date that you choose.

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  • Make a significant gift to Northshore Schools Foundation.

 

  • Retain an income for yourself.
A charitable remainder unitrust
Receive a variable income stream and an immediate income-tax deduction.

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  • Make a significant gift to Northshore Schools Foundation.

 

  • Retain an income for yourself.
A charitable remainder annuity trust
Receive a fixed-income stream and an immediate income-tax deduction while avoiding capital-gain tax.

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  • Use your assets to support Northshore Schools Foundation today.

 

  • Retain control over the distribution of those assets to heirs.
A non-grantor charitable lead trust
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation.

Please note that no information on this website should be considered as the rendering of legal, accounting or other professional advice. Please consult your personal tax and financial advisors before implementing a planned gift to charity, including the Northshore Schools Foundation. These investment options may have specific consequences for your estate planning. As always, we would be pleased to discuss in confidence how your gift can impact Northshore students.