Wise financial planning may offer many ways for you to enjoy significant tax savings, or even a secured monthly income, while helping guard our
First Liberty - religious freedom, for future generations.
The tools listed below may be used in conjunction with donating assets such as cash, securities, and other real or personal property. Please contact us today to learn more about how you can become a pillar of freedom. We would be honored to help you develop a plan that best meets your needs.
Estate Bequests (.pdf)Bequests (directions you give in your will) may allow you to maximize the use of your assets during your life, reduce estate taxes for your family, and make a significant impact on ADF’s efforts to preserve religious freedom.
read more...Charitable Gift Annuities (.pdf)This giving vehicle actually provides you with a monthly or annual income. The amount you receive is dependent on the size of your gift, and can last for a fixed number of years or for your lifetime. The income payments may even be deferred to a future date of your choosing. Along with providing a significant and immediate gift to ADF, you may also receive a current tax deduction.
read more...Charitable Remainder Trusts (.pdf)A Charitable Remainder Trust (CRT) may be a great way for you to balance your giving and income goals. It allows you to transfer assets into a trust from which you, or someone you designate, will receive an annual income for a set period of time. At the end of the trust, the remainder is given to ADF. A CRT may allow you to avoid taxes on the sale of assets as well as give you an immediate tax deduction.
read more...Charitable Lead Trusts(.pdf)You may be able to balance your giving and inheritance goals with a Charitable Lead Trust (CLT). This tool allows you to transfer your assets to a trust fund which will make donations to ADF for a fixed period of time. At the end of the trust, the remaining balance is passed back to you or another family member. A CLT is particularly helpful if you want to save taxes on the assets you pass to your heirs.
read more...Retirement Plans (.pdf)A qualified retirement plan and IRA account may make up the majority of your estate. If so, you may be able to minimize estate and income taxes for your heirs by naming ADF as a beneficiary.
read more...Life Insurance Policies(.pdf)A gift of a life insurance policy may allow you to do more to protect our First Liberty than you ever thought possible. By gifting the policy to ADF, or naming ADF as a beneficiary, you can have a significant impact on the freedoms passed on to your children and grandchildren.
read more...Real Estate (.pdf)A gift of real estate may be an excellent way to help the work of ADF. You may not only be entitled to an income tax deduction, but you may also avoid some or even all of the capital gains tax that would have been due had you sold the property. Such a gift may also allow you to reduce or avoid some estate taxes.
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