Planned Giving Guide

Discover the Benefits of Giving Wisely
THE ADVANTAGES OF PLANNED GIFTS ARE FOR EVERYONE

 

 

 

 

 

Many folks are under the misunderstanding that bequests and planned gifts are only for those who are financially well off. In fact, there are tax benefits for people of every means that can have a positive impact in the here and now as well as in the future. Even if you don't itemize deductions, there can be a planned giving option that can benefit you.

 

Death tax, inheritance tax, estate tax . . . no matter what you call them, a well thought out planned gift can help you transfer more money to your family even though a charitable donation is part of the plan.

 

You can even direct where and how your gift will be used. Most people simply indicate their gift be used "as needed", but your gift can be used for many different programs such as Health Challenge, Rescue or Scholarship.

 

Planned gifts create extraordinary opportunities: for Newfoundlands and for you.

 

With a planned or deferred gift, you can create a significant legacy with the NCA Charitable Trust, one that will ensure the resources necessary to sustain the Trust in the future. At the same time, you can plan for your own future with a tax-wise gift.

 

Explore creative giving strategies that can enhance the well-being of you and your family and fulfill your charitable goals.

Learn more about planning gifts wisely, by Planning Your Legacy.

Bequest Intent Form

Choose a gift that is right for you, by comparing Goals and Benefits.

Review Gift Options and select the gifts you wish to learn more about.

Research which assets will make a wise gift, by reading Assets to Give.

For further information, click on Additional Resources.

 

 

Questions? Please contact us today, we look forward to helping you.