它是如何工作的 You sell your residence or other property to Eaglebrook for a price below the appraised market value—a transaction that is part charitable gift and part sale. Eaglebrook may use the property but usually elects to sell it and use the proceeds of the sale for the gift purposes you specified.
好处 You receive an immediate income tax deduction for the discount you took from the appraised market value of your property. 你不用为财产的捐赠部分缴纳资本利得税. 你可以从我们这里一次性付款，也可以分期付款.
它是如何工作的 You contribute securities or other appreciating assets to a 慈善先导信托基金. 信托每年向Eaglebrook支付一段时间. 当信托终止时，剩余的本金将支付给你的继承人.
好处 Income payments to us for a term reduce the ultimate tax cost of transferring an asset to your heirs. The amount and term of the payments can be set so as to reduce or even eliminate transfer taxes due when the principal reverts to your heirs. All appreciation that takes place in the trust goes tax-free to the individuals named in your trust.
好处 You can give us a significant asset but retain the security of using your property for the rest of your life. You receive an immediate income tax deduction for a portion of the appraised value of your property. You can terminate your life estate at any time and may receive an additional income tax deduction OR you and Eaglebrook may jointly decide to sell the property and prorate the sale proceeds.
好处 You receive an immediate income tax deduction for the fair market value of the securities on the date of transfer (even if you originally paid much less for them). 当股票出售时，你不需要为转让支付资本利得税. 给予升值的股票比给予现金更有益. 你的礼物的“成本”通常比你通过制作它获得的扣除要少.
它是如何工作的 你把一份已付人寿保险的所有权转让给伊格布鲁克. 伊格尔布鲁克选择现在兑现保险单或持有保险单. Or name Eaglebrook as beneficiary on a policy using the following information: 法人名称:Allen-Chase Foundation dba Eaglebrook学校 271 Pine Nook Road Deerfield, MA 01342 免税状态- 501 (c)(3) 税务识别号- 04-2108341 Principal Officer – Andrew C. Chase Director of Development - Liz Feeley Eaglebrook Development Office Phone - 413-774-9176
好处 用你和你的家人不再需要的资产做一个礼物. 获得相当于保单现金退保价值的所得税减免. You may be able to use the cash value of your policy to fund a gift that delivers income, 比如递延赠予年金.
它是如何工作的 Name Eaglebrook as a beneficiary of your IRA, 401(k), or other qualified retirement plan. Pass the balance of your retirement assets to Eaglebrook by contacting your plan administrator. 法人名称:Allen-Chase Foundation dba Eaglebrook学校 271 Pine Nook Road Deerfield, MA 01342 免税状态- 501 (c)(3) 税务识别号- 04-2108341 Principal Officer – Andrew C. Chase Director of Development - Liz Feeley Eaglebrook Development Office Phone - 413-774-9176
好处 继续定期终身取款. Maintain flexibility to change beneficiaries if your family's needs change during your lifetime. Your heirs avoid the potential double taxation on the assets left in your retirement account.
它是如何工作的 你把现金或证券转到伊格布鲁克学校. 从未来某一特定日期开始的, 伊格布鲁克开始付钱给你了, 或者你指定的最多两个养老金领取者, 终身固定年金. Beneficiaries are recommended to be at least 65 to begin receiving payments and must be at least 40 to fund the gift. 当合同结束时，剩余的部分将转交给Eaglebrook.
好处 Deferral of payments permits a higher annuity rate and generates a larger charitable deduction. 当你需要额外的现金流时，你可以安排你的年金支付, 比如退休年龄. 无论市场如何波动，付款都是有保证和固定的. 您选择延迟付款的时间越长，您的付款将越高.
它是如何工作的 您将现金或证券转移至汇集收益基金. 我们建议最初的最低捐赠要求是10,000美元. 基金向你发行单位, 比如共同基金, and pays you (or up to two income beneficiaries you name) the annual income attributable to your units for life. The principal attributed to your units passes to Eaglebrook学校 at the passing of the last income beneficiary.
它是如何工作的 你将现金、证券或其他增值财产转移到信托中. 信托每年向您或您指定的受益人支付固定款项. When the trust terminates, the remainder passes to Eaglebrook学校 to be used as you have directed.
好处 作为你的礼物的回报，你可以获得终身或多年的收入. 您的部分捐款可立即获得所得税减免. 捐赠的增值资产无需预先缴纳资本利得税. Use the trust to meet needs that are tied to a specific time frame, such as college tuition payments.
约翰H. F. Enteman 65
Through my years in the financial industry I’ve advised many individuals and families how to protect their assets through smart charitable estate planning. In the end, you can give your money to Uncle Sam, or make a gift of your own choosing. My plan allows me to support the people and charitable institutions that are the most important to me, 伊格布鲁克学校就是其中之一.
松诺克路271号|. O. 马萨诸塞州迪尔菲尔德，01342号，7号盒子 | 413-774-7411