• MissionSupportPgsBnr

Planned Giving

Posted: Tuesday, July 1st, 2014 by Connie Maurer in

Planned Giving

Planned giving can help you meet your own financial plans and goals while helping Peter Becker Community, too.  Many people like making a planned gift because it is a way to accomplish their goals while not necessarily requiring large amounts of cash and sometimes not even impacting personal assets during their lifetimes.  Donors should contact their financial advisor prior to making a planned gift.  Some examples of planned gifts include:

Charitable Gift Annuities

A charitable gift annuity can provide fixed payments for one or two people for their lifetimes.  The donor receives substantial income tax charitable deductions and the remainder of the gift goes to Peter Becker Community and any other charities designated by the donor upon his or her death.

Wills and Bequests

Peter Becker Community may be named as a beneficiary in a will.  The bequest may stipulate that a specific amount or a percentage of an estate (percentage of the remaining estate), or the entire remainder of an 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 most cases the stocks will be liquidated by Peter Becker Community.  The donor typically receives the benefit of not paying capital gains tax and of a charitable gift tax deduction.

Real Estate

Peter Becker Community can accept gifts of real estate.  All potential liabilities of a transaction will be considered (examples: appraisal, encumbrances, zoning, environmental concerns, etc.) prior to acceptance.  In some cases the real estate will be sold, but if accepted as a gift, 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.

Check with your financial adviser as to what benefits you can gain by providing Peter Becker Community with this type of gift.

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