Planned giving is a creative way to give to a charitable organization using many gifts to different types of assets.  It provides donors with a vehicle for making gifts to Tanager Place while receiving financial benefits.  This type of giving is a way for donors to make larger gifts than they thought possible and a way for Tanager Place to help donors achieve philanthropic and financial objectives.
 

The most commonly used planned giving vehicles are simple planning tools that many people are familiar with.  They are bequests, life insurance and retirement accounts.  However, this type of gift can be funded with other assets such as cash, securities, tangible personal property, real-estate, charitable remainder trusts and charitable lead trusts.

It is extremely important that you talk with your estate planner, lawyer of other financial professional for guidance in structuring such a gift.  You may also call Tanager Place at (319) 365-9164 or email for more information.

 

• make a major gift
• obtain a charitable income tax deduction
• avoid or reduce paying capital gains taxes
• reduce estate taxes
• reduce federal income taxes
• increase current yield from stocks and bonds
• plan for retirement and family
• provide permanent support to Tanager Place

 

HOW YOU CAN DONATE

Through planned giving, donors can....