PLANNED GIVING Sunny R. Sandos, J.D. Executive Director of Planned - PowerPoint PPT Presentation

Nov 08, 2023 •191 likes •291 views

PLANNED GIVING Sunny R. Sandos, J.D. Executive Director of Planned Giving November 14, 2016 What is planned giving? Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present

PLANNED GIVING Sunny R. Sandos, J.D. Executive Director of Planned Giving November 14, 2016
What is planned giving? • Planned giving is the process of donating planned gifts. A planned gift is a contribution that is arranged in the present and allocated at a future date. Commonly donated through a will or trust, planned gifts are most often granted once the donor has passed away.
Benefits of a planned gift? • Satisfaction to help ETSU fulfill its purpose • Income-tax savings through the charitable deduction for the value of the gift • Avoidance of capital-gain tax on contributions of appreciated long-term capital-gain property with respect to certain gifts • Retained income for the life of a donor and/or other beneficiaries • The possibility of increased cash flow from the asset • Elimination of federal estate tax on the value of the interest in property passing to charity upon the donor’s death • Reduced estate-settlement costs
What are planned gifts? • Bequest • Trust – Charitable Remainder Unitrust – Charitable Remainder Annuity Trust • Charitable Gift Annuity • Retained Life Estate • Insurance • Retirement account
Recognition for a planned gift? • ETSU Legacy Circle – Every planned gift qualifies – No future obligations or dues – Annual luncheon – Special events and seminars – Monthly e-newsletter
Planned Giving Progress • Launch of new website – www.etsulegacy.org – Nearly 2,000 unique visitors with over 3,000 page views • Contact with 122 Legacy Circle members • $1,855,000 in booked planned gifts since March • Currently working with donors on planned gifts estimated at $2,675,000 • 2017 calendar of events scheduled • Monthly e-blasts
Current Focus: IRA gifts • Most significant tax benefit – rollover is excluded from gross income • Baby Boomers are now reaching 70 ½ and subject to RMDs • IRAs represent $7.4 trillion of retirement assets – Investment Company Institute (ICI) • Individuals subject to required withdrawals will continue to increase to approximately 58.7 million through 2035 – U.S. Census Bureau
For more information visit www.etsulegacy.org

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