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Your Goals
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Your Strategy
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Your Benefits
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Maximize your deduction; minimize the gift details
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Use cash to make your gift to Soroptimist
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Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Soroptimist
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Afford a larger gift to Soroptimist and avoid capital gains liability
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Give appreciated securities or bonds held over one year
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Buy low and give high avoid capital gains tax and receive an upfront income tax deduction
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Make a gift to Soroptimist's future that doesn't affect your cash flow or investment portfolio
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Include a bequest in your will (cash, specific property, or a share of the estate residue)
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Today a gift that costs you and your family nothing; completely revocable
Tomorrow an estate tax deduction
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Retain income benefits from the assets you give to Soroptimist and thus afford a larger gift
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Make a contribution to create a charitable gift annuity or a charitable remainder trust
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Receive income for your lifetime, a charitable deduction, and avoid some or all upfront capital gain taxation; diversify your holdings
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Reduce high tax liability now; gain additional income later
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Establish a deferred gift annuity
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A larger deduction and a higher income rate than provided by our other life-income gifts.
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Tap one of the most valuable assets in your portfolio to make a gift to Soroptimist
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Use real estate to make a gift to Soroptimist
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Avoid or reduce capital gains tax, receive an income tax deduction, and, in some cases, maintain your current lifestyle.
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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren
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Create a charitable lead trust which supports Soroptimist programs for a fixed, finite period with the principal reverting to your heirs in the future.
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Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family
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Locate an overlooked asset that you can easily give to Soroptimist
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Name Soroptimist as beneficiary of your retirement plan, leave other assets to family
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Eliminate income tax on retirement plan assets; reduce estate taxes; give other non-taxable property to your heirs.
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Make an endowment gift from income rather than capital
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Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need
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Increase your ability to make a significant gift to Soroptimist; receive upfront income tax savings.
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