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Types of Planned Giving

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Bequests by Will

This can be as simple as adding a codicil to your will in the form of a specific amount, a percentage or some portion of the residue.


Life Insurance

You can donate a policy no longer needed, take out a new policy, or can name the Chapel as a beneficiary to an existing policy.


IRA’s

You can name Big Canoe Chapel as a beneficiary of a tax deferred retirement plan.


Charitable Remainder Trusts & Gift Annuities

Create a trust or annuity that is for the ultimate benefit of the Chapel Endowment Fund while you retain life long income.


Stock

You can donate shares of appreciated stock giving you a charitable deduction, elimination of capital gains and a reduction in estate taxes.

 

These examples can all have significant impacts on taxes and estate planning. Advice from your accountant or estate attorney is always recommended.

 
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