• Peter Becker Community

Planned Giving

Posted: Tuesday, July 1st, 2014 by Brooke Morita in

Planned Giving

Planned giving can help you meet your own financial goals while also helping Peter Becker Community. Many people like making a planned gift because it is a way to give philanthropically while not necessarily using up large amounts of cash or impacting personal assets during their lifetime. Donors should contact their financial advisor prior to making a planned gift. Some examples include:

Charitable Gift Annuities

A charitable gift annuity is a contract under which Peter Becker Community, in return for a transfer of cash, securities or property, provides an annual payment to one or two named beneficiaries for their lifetime. The remaining balance passes to Peter Becker Community when the contract ends. Donors are guaranteed fixed income for life, regardless of fluctuations in the market, and often receive substantial tax benefits.

Bequests

Peter Becker Community may be named as a beneficiary in a will. The bequest stipulates that a specific monetary amount, designated percentage of the total estate or designated percentage of the remaining estate be donated.

Life Insurance Policy

Peter Becker Community may be named as owner and/or beneficiary of a fully paid policy.

Stocks

Peter Becker Community can accept most gifts of stocks. In many cases, the stocks will be liquidated by Peter Becker Community. The donor is typically able to take a charitable gift tax deduction and/or avoid capital gains tax.

Real Estate

Peter Becker Community can accept gifts of real estate. All potential liabilities of a transaction will be considered (appraisal, encumbrances, zoning, environmental concerns, etc.) prior to acceptance. If the property is fully gifted, the donor receives all appropriate tax benefits.

Other

Peter Becker Community does accept other types of planned gifts.  Please contact us with any proposal under consideration.

To learn more about planned giving opportunities at Peter Becker Community, please contact David Merrick (VP of Mission Support) at 215-703-4015.