Goals & Benefits

 

Your Goals

     

Your Strategy

     

Your Benefits

 

Maximize your deduction; minimize the gift details

 

 

Use cash to make your gift to Wasatch

 

 

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Wasatch

 

Afford a larger gift to Wasatch – and avoid capital gains liability

 

 

Give appreciated securities or bonds held over one year

 

 

Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

 

Make a gift for Wasatch’s future that doesn't affect your cash flow or portfolio now

 

 

 

Put a bequest in your will (cash, specific property, or a share of the estate residue)

 

 

 

Today – a gift that costs you and your family nothing

Tomorrow – an estate tax deduction

 

Retain income benefits from the assets you give to Wasatch – and thus afford a larger gift

 

 

 

Make a contribution to a Wasatch Pooled Income Fund, or create a charitable gift annuity or a charitable remainder trust

 

 

 

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

 

Reduce high tax liability now; gain additional income later

 

 

 

Establish a deferred gift annuity

 

 

 

A larger deduction and a higher income rate than our other life-income gifts offer

 

Tap one of the most valuable assets in your portfolio to make a gift to Wasatch

 

 

 

Use real estate to make your gift to Wasatch

 

 

 

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle

 

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

 

 

 

Create a charitable lead trust which supports programs at Wasatch for a fixed, finite period with the principal going to your heirs.

 

 

 

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

 

Locate an overlooked asset that you can easily give to Wasatch

 

 

 

Name Wasatch as beneficiary of your retirement plan, leave other assets to family

 

 

 

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

 

Make an endowment gift from income rather than capital

 

 

 

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

 

 

 

Increase your ability to make a significant gift to Wasatch

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WA | 120 S 100 W | MT Pleasant, UT 84647 | Phone: (435) 462-1400 | e-mail us | copyright 2005