Secrets of Giving Wisely

Charitable Tools

An estate plan may be the single most important act of stewardship that a Christian will undertake. There are, however, many tax-advantaged giving opportunities that can be accomplished quite simply outside of an individual's estate plan.

In assessing these opportunities, it is important to note that there are essentially two ways to give. You can make your gift outright, in which the charity receives the full benefit right away. Alternatively, you can utilize charitable tools to structure the gift so that it benefits a ministry, and also benefits you or others (typically in the form of lifetime income payments). This type of gift is called a split interest gift, and is commonly achieved in the form of a charitable gift annuity, charitable remainder trust, or charitable lead trust. The charitable gift annuity and charitable remainder trusts are also referred to as life income gift. For more information, (click here).

Charitable Gift Annuities:

Charitable Remainder Trust:

Charitable Lead Trust:

Gifts of Stock or Mutual Fund Shares:

Gifts of Real Estate:

Gifts of Retirement Plan Benefits:

Gift of Business:

Charitable IRA Rollover Made Permanent

We have made special arrangements for you to explore these giving strategies with the help of an independent group called PhilanthroCorp, a nationally known charitable planning firm that works exclusively in the areas of estate and gift planning. We have partnered with PhilanthroCorp in this important endeavor, in most cases, there is no cost for their services for Salt Lake City Mission donors. To take advantage of this service, (click here) or call 1-800-876-7958.

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Information on this site is NOT intended for legal advice. See Disclaimer

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