Giving Your Way

Jun 7, 2017

Thinking about making a gift to Lakeshore Public Media? Explore the various options and methods available to achieve your philanthropic goals.

Make a gift that costs you nothing today and can be altered or revoked if your plans change.

Gift Option...

  • Charitable Bequest (A Gift in Your Will). A bequest is simple and direct and can be changed should you want or need to do so.

Best Way to Realize My Objective...

  • Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you've provided for all other heirs.

 

Make a gift that pays you an income, now.

Gift Options...

  • Gift Annuity. A simple way to make a charitable gift and receive an income.
  • Charitable Remainder Trust. Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective...

  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Contact us for more information.

 

Make a gift that reduces current income tax.

Gift Option...

  • Outright Gifts or Planned Gifts. Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) reduce current income tax.

Best Assets to Realize My Objective...

  • Cash. Cash is easy. Write a check.
  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Contact us for more information.

 

Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind.

Gift Options...

  • Charitable Bequest. A bequest is simple and direct and can be formally changed should you want or need to do so.
  • Life Insurance. Designate a beneficiary now and change it later if your plans change.

Best Assets to Realize My Objective...

  • In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you've provided for all other heirs.
  • Make us the beneficiary of life insurance you no longer need.

 

Make a gift that provides supplemental retirement income.

Gift Options...

  • Gift Annuity. A simple way to make a charitable gift and receive an income.
  • Charitable Remainder Trust. Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective...

  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Contact us for more information.

 

Make a gift from your IRA.

Gift Option...

  • The IRA Charitable Rollover. A qualified charitable distribution from your IRA—available to IRA owners age 70½ or over.

Best Way to Realize My Objective...

  • Must be a transfer directly from the IRA to the charity.
  • No tax deduction, but gift counts toward RMD and no tax is due
  • Gift up to $100,000 qualifies for favorable tax treatment.