STRATEGIC GIFT PLANNING

Are you looking for creative ways to make a difference with the resources God has entrusted to you? Would you like to lower your tax burden and eliminate the complexity often associated with giving?

With Strategic Gift Planning through Leading The Way you may be able to give in ways you never imagined were impossible--with greater tax efficiency and a much larger impact.

CURRENT GIFTS

Current gifts are generally given as cash or appreciated assets. They are usually easy to give and often offer immediate tax benefits.

Stocks/Securities
Donor Advised Funds
IRA Charitable Rollover

DEFERRED GIFTS

Deferred gifts are established now and given at a future date. The actual gift is made after a term of years or after your lifetime. In some instances, you can receive income and tax benefits during your lifetime.

Estate Gift/Wills
Charitable Gift Annuity
Charitable Remainder Trust
Charitable Lead Trust
Life Insurance
Retirement Plans

COMPLEX GIFTS

For many individuals, innovative, tax-smart "non-liquid" gifts such as real estate and business interests may provide an even greater impact for the Kingdom.

Real Estate
Business Interests

If you have any questions about Strategic Gift Planning, please contact our Development Office by email or by calling 800.538.7677.