Planned Giving

Gift planning is a way to benefit GHI while providing tax benefits and income for you. Because gift planning involves your assets, philanthropic goals and family needs, we strongly suggest that you consult your attorney or financial planner before entering into any planned gifts.

 

  • Bequests are gifts made through a will or codicil—a simple amendment to a will. They allow you to make a statement of support for GHI now, while ensuring that our programs continue in the future. Every dollar given through a bequest is fully deductible for federal estate tax purposes.
  • A Charitable Gift Annuity is a simple contract between you and GHI: you make a gift of cash, stocks or bonds, or life insurance and we will pay you a specified annuity each year for life. A charitable gift annuity provides income for life for you (part of which is tax-free), an immediate tax deduction, elimination of capital gains tax on sale of gifts of appreciated property, and/or elimination or reduction of estate tax.
  • Charitable Trusts use cash, stocks or bonds, real estate or life insurance. A charitable remainder trust is established for the life of the individual(s) or for a term of years, after which the principal goes to support GHI. With a charitable lead trust, annual income is paid to GHI and the appreciated assets in the trust are transferred to your heirs or beneficiaries at the end of the trust's term.

 

Questions? Please contact info@geohaz.org or call (650) 614-9050 to learn more.
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