When you bring Darren on board as your Fundraising Advisor, you get a professional who can fill much of the role of a Development Officer—but at a fraction of the cost and without the turnover nightmares. Darren brings an outsider’s point of view and collaborative approach to nonprofit organizations throughout Southern California, helping them identify and understand their problems and then find the solutions to move forward.
If a charitable motive exists, the tax laws provide various methods and incentives to encourage the donor’s goodwill. Not all Benefit Auctions are the same.. we can help build your endowment planned giving programs through several advantageous options.Call 619-990-8871 to learn more
Charitable Lead Trusts are designed to provide an income flow to charity for a period of time, after which the donated property may be returned to the donor or distributed to other non-charity beneficiaries. CLTs are one of the few charitable giving techniques that can generate an income, gift, and estate tax deduction.
Gifts to the Charitable Remainder Trust provide income to the donor for life or for a specified number of years, up to 20 years. At the end of the trust term, the charity received the remainder of the property – somewhat the opposite of the Charitable Lead Trust. Contributions generate a current income tax deduction to the donor, based on the discounted value of the future gift to charity. The size deduction varies with the age of the taxpayer, the term of the payout, and the size of the annual payout in relation to the value of the donated property.
A pooled income fund is a type of trust created and managed by a charity, in which the donor transfers property. In return, the donor receives a lifetime income paid fromt he earnings of the fund.
A charitable gift annuity is a direct contract between a charity and a donor, whereby the donor transfers cash or appreciated property to the charity in return for an unsecure promise to pay an income stream to the donor.
Life insurance can provide needed liquidity to fund gifts and endowments to a charity, and to replace value otherwise lost to heirs. The simplest form of a charitable gift using life insurance is to designate a charity as beneficiary of a policy.