Planned gifts are the ultimate expression of your commitment and caring and opportunity to invest in the shared vision of a world without eczema, where no one experiences the challenges related to eczema and everyone enjoys the freedom to participate fully in life.
The goal of planned giving is to combine your philanthropic goals with your estate planning objectives and attain both. This is a win-win plan to help others as you achieve your financial goals!
A variety of assets and investment vehicles qualify as planned gifts, each offering unique benefits for you. Key benefits and tax advantages are summarized below. Be sure to consult your legal and financial advisors to select the option that best meets your financial planning objectives.
Your Goal |
Planned Gifts |
Primary Benefit |
| Control income and principal | Name National Eczema Association as beneficiary of your retirement plan. Bequest via living trust or will. | Potential estate tax savings. |
| Dispose of appreciated real estate | Make an outright gift of a charitable remainder trust. Bequest living t.rust or will. | Income tax deduction equal to fair market value when title transfers. Reduce or avoid capital gains tax. |
| Receive regular guaranteed payments | Establish a charitable gift annuity. | Receive payments for life at a rate of up to 12% depending on age. |
| Convert assets to earn variable income | Invest in pooled income fund. | Immediate income tax deduction. Quarterly lifetime income payments, based on investment return of the fund. Reduce capital gains tax. |
| Make a generous gift with modest annual payments | Purchase new life insurance. Name National Eczema Association as beneficiary of existing life insurance. | Make a generous gift with modest annual payments. |
For more information about donating to the National Eczema Association, please call 800-818-7546 or email [email protected].