You may make a gift to the Bethel Foundation of Oshkosh and receive direct financial benefits. The benefits include an income for life for you and/or your spouse and a charitable income tax deduction.
Several options are available including the charitable gift annuity,
the
deferred gift annuity, and Charitable Remainder Trusts. These three options
require a minimum gift level, and the gift may be designated to benefit any
department or program at Lutheran Homes of Oshkosh.
In determining which vehicle is most appropriate, the following questions should be answered:
Features and Benefits
- A stream of income for the lifetime of the donor and/or the donor's spouse
- A charitable income tax deduction
- An opportunity to establish an endowed fund in the donor's name or the name of a loved one
- Possible avoidance of capital gains taxes on gifts of appreciated property
- A higher yield than from current investments
- Membership in the Heritage Society
- A reduction in federal estate taxes
- Will the gift be based on one or two beneficiaries?
- What is the age of the donor and/or the donor's spouse?
- Will the gift be funded with cash, appreciated securities, or real estate?
The information on this website is not intended as legal advice.
For advice and assistance in specific situations, the services of a professional advisor should be obtained.