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Planned giving is a strategy that lets you designate charitable gifts
through your will, trust, retirement fund or insurance policy.
This can maximize your personal objectives while minimizing after-tax costs.
Depending on the gift asset and the type of arrangement
you select, you can generally expect some or all of the
following benefits:
- Fulfillment of philanthropic goals
- Income-tax savings through the charitable deduction for the value of the
gift
- Avoidance of capital-gain tax on contributions of long-term capital-gain
property
- Payments for life for the donor and/or other beneficiaries
- The possibility of increased
disposable income
- Elimination of federal estate tax on
the value of the interest in property passing to charity upon the
donor's death
- Reduced costs and time in estate settlements
For inquiries relating to
trust and annuities, please contact:
Peter B. Nagel, Attorney at Law
1200 17th St, Suite 10000
Denver, CO 80202
303-296-4840
For inquiries relating to
brokerage information of wills, beneficiary designation, transfer of
securities and mutual funds, please contact:
Wendy Dominguez
Innovest Portfolio Solutions, LLC
4643 S Ulster St, Suite 1040
Denver, CO 80237
303-694-1900
For more information, please contact Jennifer Gremmert, 303-226-5052 or
email jgremmert@energyoutreach.org
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