Planned Giving Vehicles

Planned Giving Vehicles Cover

Support of the Owl Forest is just one way that Golden Eagle Society Members Bruce and Nancy Roberts are crafting a legacy at Carolina Raptor Center. Photo by Michele Miller Houck.

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The only thing you take with you when you’re gone is what you leave behind. – John Allston

How should I give?

Here is an outline of some of the most common types of planned gifts. You should consult a tax/legal professional to determine which vehicle will help meet your individual needs.

Gift Type Your Goal Your Benefits
Bequests Defer a gift until after your lifetime -Estate tax exemption
-Control of asset for your lifetime
Retirement Assets
IRAs, 401(k)s, Keoghs, 403(b)s
Avoid the twofold taxation on IRAs or other employee benefits -Removes tax from the most highly taxed asset, leaving more for family
-Avoids income and estate tax
Charitable Remainder Trusts
CRUTs, CRATs
Give low-basis investments, receive a steady income and tax deduction, and avoiding capital gains -Income for life—fixed or variable based on trust type
-Immediate income tax deduction
Charitable Lead Trusts Reduce gift and estate taxes on assets you pass to children or grandchildren -Reduces your taxable estate
-Property remains in family, often with reduced gift taxes

Please contact Robert Touchstone, Director of Development, at 704-875-6521 x204 or rtouchstone@carolinaraptorcenter.org for more information about planned giving at CRC.

If you do not have a financial planner or legal advisor, CRC recommends consulting:

Bob McIntosh, JD
McIntosh Law Firm, PC
704-892-1699
bob@mcintoshlawfirm.com

The McIntosh Law Firm will provide you with a free simple will package if you make a gift of $1,000 or more to Carolina Raptor Center.