Planned Giving

There are many creative and significant ways that you can bring the voice of hope to millions around the world through Guidelines.

Opportunity 1

Give Real Estate or Business Assets

Donating non-cash assets are a tax-friendly way to make a charitable gift. If you have owned real estate, or other investment assets for more than a year, you can often donate these types of assets to charity. You pay no tax on the capital gains and can take a deduction on the fair market value (FMV) of the asset.
Opportunity 2

Give Appreciated Securities

Giving a gift of appreciated stocks or mutual funds, purchased over a year ago, BEFORE you sell them, is one of the most tax-efficient ways to give beyond your current cash gifts to charity. You get the charitable tax deduction on the value of the stocks and avoid all capital gains taxes while improving your cash flow.

Opportunity 3

Use Your Retirement Assets Efficiently

Individuals 72 and older may give to qualified charities directly from their retirement account.  This means that the transfer from the IRA is not counted as gross income when calculating taxes. This is helpful in cases where you might be forced to take Required Minimum Distributions from your IRA but don’t necessarily want or need to do so. It’s important to speak with your financial advisor or tax professional before doing so.  

Opportunity 4

Leave a Legacy

Your ministry of hope to people around the world can continue as a part of your legacy. You can do so by naming Guidelines as a beneficiary
in your will or trust. You can also name Guidelines as a beneficiary of your life insurance policies, annuities, and retirement accounts. We can assist you in the planning process if you do not currently work with qualified planner.

Legal Information to Make a Legacy Gift
Guidelines, Inc.
26161 Marguerite Pkwy., Ste. F
Mission Viejo, CA 92692

For More Information
Tracy Van Denburg
[email protected]

The information contained in this communication if for your consideration only and is not intended to be legal or tax advice.  To determine the applicability of this information to your situation, please consult your attorney or tax advisor.  State income tax implications/differences may exist for persons residing in certain states that do not always conform to federal income tax legislation changes.