Giving Opportunities

Bequests

• Goal: Make a gift after your lifetime
• How to Make a Gift: Name New Directions For Women in your Will or Living Trust and designate a percentage or share of the residue.
• Benefit:  Donation is exempt from Federal Estate Tax.

Outright Gift of Cash

• Goal: Make an immediate gift
• How to Make a Gift: Write a check, credit card or cash.
• Benefit: Immediate income tax deduction.

Outright Gift of Securities

• Goal: Defer tax on gain at sale
• How to Make a Gift: Contribute shares of stock or other securities.
• Benefit: Avoidance of capital gains at sale.

Retained Life Estate

• Goal: Give your personal residence now, but continue to live there.
• How to Make a Gift: Designate ownership of your home to New Directions for Women, but retain occupancy.
• Benefit: Valuable charitable income tax deduction and lifetime use of residence.

Gift of Real Estate

• Goal: Make a gift of property no longer needed and generate an income tax deduction.
• How to Make a Gift: Donate the property to New Directions for Women.
• Benefit: Immediate income tax deduction. Reduction or elimination of capital gains tax at sale.

Charitable Remainder Trust

• Goal: Secure a fixed and often increased income, or create a hedge against inflation.
• How to Make a Gift: Create a trust that pays income annually; the principal is retained for New Directions for Women.
• Benefit: Variable or fixed income for   life and immediate income tax charitable deduction.

Gift of Retirement Assets

• Goal: Avoid two fold taxation (income and estate taxes) by naming New Directions for Women as beneficiary of your retirement plan.
• How to Make a Gift: Name New Directions for Women as the beneficiary of the remainder of the assets after your lifetime.
• Benefit: Allows you to make the gift from the most highly taxed assets, leaving better assets for family