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Free Weekly Donor eNewsletter
Thursday, September 2, 2010
Your Plan
 


Would you like to view a personal color gift illustration?  If so, please select one of the presentations listed to obtain the income and tax benefits you might receive by establishing a promised future gift to the art museum. 
 
You may view a unitrust, annuity trust, gift annuity, deferred gift annuity, sale and unitrust, or gift and sale. We hope you enjoy these presentations! 
 
For information about gift restrictions, art museum policies and/or donor recognition, please call gift planner Liz Chambers at 760.322.4877 or 760. 409.5024.  Please be assured your inquiry will be confidential.    


Select a Presentation

      Charitable Unitrust
  • Enjoy Increased Income with Tax-Free Sale plus Charitable Tax Deduction.
      Charitable Annuity Trust
  • Receive High Fixed Payments with Tax-Free Sale plus Charitable Tax Deduction.
      Gift Annuity
  • Benefit From Excellent Fixed Payouts that are Partly Tax-Free plus Charitable Tax Deduction.
      Deferred Gift Annuity
  • Benefit From Fixed Payouts beginning at a date more than one year from the gift.
      Sale and Unitrust
  • Receive Cash plus Increased Income from Trust! Charitable Tax Deduction Reduces Tax on Gain.
      Part Gift and Part Sale
  • Enjoy Substantial Cash and Save 50%, 70% or even 100% of Tax on Gain

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