|
Type of Gift |
Form of Gift |
Amount |
Benefit of Gift |
Benefit to You |
|
Outright
Gift |
> Cash
> Stocks
/ Securities
> Real
Estate
>
Insurance |
Unlimited |
>
Perpetual income
>
Interest income used by parishes, schools
and the Diocese |
> Income
tax deduction
> No
capital gains tax on appreciated gifts |
|
Bequest |
> Cash
> Real
Estate
>
Personal Property
>
Percentage of Estate
>
Remainder of Estate
>
Remainder of Estate after other obligations
have been satisfied |
Unlimited |
Bequest
will be held in perpetuity and invested to
fund Church needs |
>
Possible estate tax deduction
>
Opportunity to make a perpetual gift |
|
Charitable Gift Annuities |
> Cash
> Stocks
/ Securities |
$5,000
Minimum |
Upon
death of the donor or last surviving
annuitant, remaining assets are given to the
Foundation |
>
Guaranteed fixed income for life
> Portion
of income is tax free
>
Income tax deduction
>
Possible reduction of estate taxes |
|
Insurance
Policies |
> Name
the Catholic Diocese of Pueblo Foundation as
the policy owner and beneficiary |
Unlimited |
Foundation receives full face value of
policy upon death of the donor, or may
receive current surrender value prior to
donor’s death |
>
Opportunity to make a substantial future
gift to the Church at current Manageable
cost
> Income
tax deduction for value of the policy when
transferred
>
Premium payments may be deducted as gifts |
|
Charitable Remainder Trusts |
> Cash
> Stocks
/ Securities
> Real
Estate |
Usually
$50,000.00 Minimum |
Income
for duration of trust helps Church meet
spiritual and human needs that exceed the
capabilities of most parishes |
>
Variable or fixed income
>
Deferred income if desired
>
Income tax deduction
>
Potential reduction of estate taxes
> No
capital gains tax on appreciated gift (or
deferral, in some instances) |
|
Charitable Lead Trusts |
> Cash
> Stocks
/ Securities
> Real
Estate |
Usually
$100,000.00 Or More |
Significant gift upon death of donor |
> At the
end of the trust period, principal returns
to the donor or heirs
>
Principal can pass to others with little or
no shrinkage
>
Possible tax deduction |
|
Retirement Plan / IRA |
> Name
the Catholic Diocese of Pueblo Foundation as
beneficiary of death benefit. |
Unlimited |
|
>
Opportunity to make a major gift
> Estate
and income tax savings may cover a
substantial portion of the gift |