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A Blended Gift to Reach a Goal

A Blended Gift to Reach a Goal
Jay wanted to support one of our priorities at a significant level of $100,000. However, he was only willing to give $25,000 in cash gifts that year.

Jay: I wanted to make a big commitment to a special project. But I also wanted to preserve my cash savings.

We shared with Jay that through a combination of his available resources and planned gifts, he could still achieve his objective.

Here are several combinations Jay considered:
  • $25,000 cash gift today and a $75,000 bequest in his will (no cash out-of-pocket).
  • $25,000 gift of appreciated stock (no cash out-of-pocket and significant tax savings) and a $75,000 bequest in his will.
  • $25,000 gift of appreciated stock, a $50,000 charitable gift annuity funded with stock (numerous tax advantages and fixed payments for life) and a $25,000 bequest.
Jay: I decided to select the first option. By making a $25,000 cash gift and satisfying the remaining balance with a bequest in my will, I was able to achieve all my goals.

Jay was able to make a $100,000 gift and he loved the fact that he could see his dollars at work today and continue his commitment to our work in the future.

*Please note: The name and image above is representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of how you might benefit.
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