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Using Blended Gifts to Reach Your Charitable Giving Goals

Using Blended Gifts to Reach Your Charitable Giving Goals
Jay and his wife Amy wanted to support our organization with a significant gift of $100,000. They wanted to spread this gift out over several years but also wanted to make a gift of $25,000 this year.

Jay: We wanted to make a big commitment to help fund a special project with our favorite charity, but we weren't able to make the full gift this year.

Jay and Amy contacted our organization to discuss their desire to help but also to explain their funding limitation. We explained that by using a combination of their available resources and planned gifts, they could still achieve their objectives. We suggested the following options for Jay and Amy to consider.
  • A $25,000 cash gift today combined with a separate $37,500 bequest in both Jay and Amy's wills (no cash out-of-pocket).
  • A $25,000 gift of appreciated stock (no cash out-of-pocket and significant tax savings) and a $75,000 bequest in the will of either Jay or Amy, depending on which spouse outlives the other.
  • A $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.
After careful consideration, Jay and Amy decided to make a gift of cash and to include a bequest in each of their wills.

Amy: We decided to make a gift of cash and to each make a bequest. By making a $25,000 cash gift and satisfying the remaining balance with a bequest in each of our wills, we are able to achieve all of our goals.

Using a combined giving strategy, Jay and Amy will be able to make a $100,000 gift to our organization. They loved the fact that they could make a gift during life that provided a tax deduction, and that they had the ability to see their gift at work today while also committing to support our work in the future.

Is a blended gift right for you?

If you have ever thought, I would like to make a gift to charity but am apprehensive about my future, a blended gift might be right for you. There are many different ways to structure blended gifts. Contact us to see how you might be able to use a blended gift strategy to achieve your goals while supporting our mission.

*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization.