Ways of Giving - Planned Giving
Planned gifts are the ultimate expression of your commitment and caring and opportunity to invest in the shared vision of a world without eczema, where no one experiences the challenges related to eczema and everyone enjoys the freedom to participate fully in life.
The goal of planned giving is to combine your philanthropic goals with your estate planning objectives and attain both. This is a win-win plan to help others as you achieve your financial goals!
A variety of assets and investment vehicles qualify as planned gifts, each offering unique benefits for you. Key benefits and tax advantages are summarized below. Be sure to consult your legal and financial advisors to select the option that best meets your financial planning objectives.
| Your Goal | Planned Gifts to Consider | Primary Benefit |
| Control income and principal |
| Potential estate tax savings. |
Dispose of appreciated real estate |
| Income tax deduction equal to fair market value when title transfers. Reduce or avoid capital gains tax. |
| Receive regular guaranteed payments |
| Receive payments for life at a rate of up to 12% depending on age. |
| Convert assets to earn variable income |
| Immediate income tax deduction. Quarterly lifetime income payments, based on investment return of the fund. Reduce capital gains tax. |
| Make a generous gift with modest annual payments |
| Make a generous gift with modest annual payments |
