What would you like your gifts to accomplish? How do you hope to reach your planning goals? As Christians, we realize that planning must be a spiritual process before it becomes a mechanical one. That honoring God and using Godly
Planning Principles are foundational to the planning process. And, that tax savings and tax avoidance are excellent benefits to a good steward. We hope the chart below will help you identify the right tools to direct your strategy while you impact the Great Commission through your relationship with In Touch.

|
Your
Goals |
|

|
Your
Strategy |
|

|
Your
Benefits |
|
Outright Gifts |
Maximize
your deduction; minimize the gift details |
Use cash to
make your gift to InTouch |
Claim
your deduction against a larger portion of your adjusted
gross income and make an immediate impact on InTouch
|
Afford
a larger gift to InTouch — and
avoid capital gains liability |
Give appreciated
stock or bonds held over one year |
Buy
low and give high — make a gift that costs you less
than the benefit it delivers to us, while avoiding capital
gains tax
|
Tap
one of the most valuable assets in your portfolio to make
a gift to InTouch |
Use real
estate to make your gift to InTouch |
Avoid
capital gains tax, receive an income tax deduction — and
have the option of a gift that doesn't affect your lifestyle
|
Avoid
capital gains liability on the transfer of a business or
partnership interest |
Contribute
the partnership interest or
closely-held stock to InTouch |
Avoid
capital gain liability, receive an income tax deduction,
and utilize a gift asset you may have overlooked
|
Estate Gifts |
Make a future gift to InTouch that doesn't affect your cash flow or portfolio now |
Put
a bequest in your will (cash,
specific property, or a share of the estate residue) |
Today — a
gift that costs you and your family nothing. Tomorrow — an
estate tax deduction
|
Locate
an overlooked asset that you can easily give to InTouch |
Name "InTouch
Foundation" as
beneficiary of your retirement
plan; leave other assets to family |
Eliminate
income tax on retirement plan assets; free up other property
to pass to your heirs
|
Make
an endowment gift from income rather than capital |
Create
a new life insurance policy,
or donate a paid-up policy whose coverage you no longer need
|
Increase
your ability to make a significant gift to InTouch |
Gifts in Partnership With Us |
Retain
income benefits from the assets you give to InTouch — thus
afford a larger gift
|
Create a charitable gift
annuity or a charitable
remainder annuity trust or unitrust
|
Receive
income for your lifetime; receive a charitable deduction;
diversify your holdings |
Reduce
high tax liability now; gain additional income later
|
Establish
a deferred gift annuity |
A
larger deduction and a higher income rate than other life-income
gifts offer
|
Reduce
gift and estate taxes and control the timing of passing assets
to your children and grandchildren |
Create
a charitable lead trust which
supports programs at InTouch for a fixed,
finite period with the principal going to your heirs.
|
Reduce
gift and estate taxes, and freeze the taxable value of growing
assets before they pass to your family
|
Some gifting options have minimum age and contribution guidelines to help
you be wise stewards. Contact us for more information about your
particular situation. We look forward to being of service to you.