Using Blended Gifts to Reach Your Charitable Giving GoalsJay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.
- A $25,000 cash gift today combined with a separate $37,500 bequest in both Jay and Amy's wills (no cash out-of-pocket).
- A $25,000 gift of appreciated stock (no cash out-of-pocket and significant tax savings) and a $75,000 bequest in the will of either Jay or Amy, depending on which spouse outlives the other.
- A $25,000 gift of appreciated stock, a $50,000 charitable gift annuity funded with stock (numerous tax advantages and fixed payments for life), and a $25,000 bequest.
Is a blended gift right for you?
If you have ever thought, I would like to make a gift to charity but am apprehensive about my future, a blended gift might be right for you. There are many different ways to structure blended gifts. Contact us to see how you might be able to use a blended gift strategy to achieve your goals while supporting our mission.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.