Planned Giving

Why Consider Planned Giving?

  • Planned Giving is the process of enhancing the economic and tax benefits of making gifts to charity.
  • It is important that donors take the time to understand the multiple options that are available to them.
  • Various techniques exist that can either be implemented at death or while still living.
  • Although many people don’t know these techniques exist, they are well documented in the IRS tax code.
  • Planned Giving allows donors to develop a thought out Legacy that will support their causes and beliefs for many years into the future.

To learn more about Planned Giving, download our Planned Giving Guide.

If you're interested in making a gift, email awarner@carsonscholars.org

 

Potential Donor Benefits

  • Income Tax Reduction
  • Increased Income
  • Capital Gains Tax Reduction
  • Reduction of Estate Taxes
  • Efficient Philanthropy
  • Planning Assistance
  • Recognition
  • Positive Social Impact

Planning Tools

  • Wills and Bequests
  • Gifts of Appreciated Assets (GAA)
  • Charitable Remainder Trusts (CRT)
  • Charitable Lead Trusts (CLT)
  • Life Insurance (LI)
  • Gifts of Retirement Plan Assets  (GRPA)

Planning Process

  • Discovery Meeting to ascertain goals and objectives
  • Modeling of alternative strategies
  • Coordination of advisors
  • Implementation of strategies
  • Administration Support

The Carson Scholars Fund, Incs. is a tax exempt organization described in section 501(c)(3) of the Internal Revenue Code. Gifts to CSF are deductible for income, gift, and estate tax purposes to the extent permited by law.