Operating a charitable entity is a balancing act. Charities need both current operational funds to pay their day to day expenses as well as funds to maintain the continuing mission of the organization. Some planned gifts provide life-long income to the donor, others use estate and tax planning techniques to provide for the charity.
The idea behind a planned gift is to maximize the gift and minimize its impact on the donor’s estate.
Some examples of planned gifts are as follows: • Gifts of appreciated assets such as securities or real estate. • Gifts that return income or other benefits to the donor in return for the contribution. • Gifts payable upon the donor’s death.
Donors should consult with their financial planners, CPAs, lawyers and/or trust officers for tax advisory services before commiting to a plan gift.
For more information, please contact Robin Benjouali at 772-564-0202.
Please drop off donations for The Source at 1015 Commerce Ave, Vero Beach, FL. Monday, Tuesday, Thursday, and Friday from 9:00 a. m. to 4:00 p.m Tel. (772) 564-0202 Fax (772) 978-0602
Please donate gently used furniture and household goods, to Heaven Sent Thrift Shoppe located at 1239 16th Street, Vero Beach, FL. For pick-up and delivery please call Tel. (772) 299-6303