Plan A Gift
Many gift plans have wonderful benefits for the donor, including increased income and generous tax savings.
PHOTO: Alf Berg
Benefits for you, your family, and Plan USA
Since 1937 generous sponsors and donors have helped Plan USA improve the lives of hundreds of thousands of children, their families and communities through child sponsorship. Many others have made special ‘planned gifts’ — both during their lifetimes and through their estates — in support of entire projects or programs that have enabled us to reach thousands more children with vital development programs.
Clean water, immunizations, pre-natal care and better nutrition, schools, school books and libraries, new farming tools, safer environments and stronger communities are just some of the goals that you can help children and their families attain through Plan USA.
Planned Gifts
A planned gift refers to charitable gifts that require some planning before they are made. These gift vehicles can provide valuable tax benefits and/or income for life. Planned gifts include bequests, trusts, and contracts between you and Plan USA.
The most common gift is made by an outright gift of cash; however, there are other ways to make a charitable gift:
Plan USA also provides sponsors and donors with the opportunity to contribute to a pooled income fund. A pooled income fund combines the contributions of many donors into a single investment fund, and provides a steady income stream to all of the pool’s beneficiaries. When making a gift to a pooled fund, a donor receives a charitable income tax deduction and will not have to pay capital gains tax if the gift is of appreciated property. When the income beneficiary dies, the charity receives the donor's portion of the fund.
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Since 1937 generous sponsors and donors have helped Plan USA improve the lives of hundreds of thousands of children, their families and communities through child sponsorship. Many others have made special ‘planned gifts’ — both during their lifetimes and through their estates — in support of entire projects or programs that have enabled us to reach thousands more children with vital development programs.
Clean water, immunizations, pre-natal care and better nutrition, schools, school books and libraries, new farming tools, safer environments and stronger communities are just some of the goals that you can help children and their families attain through Plan USA.
Planned Gifts
A planned gift refers to charitable gifts that require some planning before they are made. These gift vehicles can provide valuable tax benefits and/or income for life. Planned gifts include bequests, trusts, and contracts between you and Plan USA.
The most common gift is made by an outright gift of cash; however, there are other ways to make a charitable gift:
- Bequest
- Gift Annuity
- Charitable trusts
- Paid up life insurance policies
- Stocks
- Endowed Sponsorship
- Bonds
- Mutual funds
- 401(k) plans
- or Individual Retirement Plans
Plan USA also provides sponsors and donors with the opportunity to contribute to a pooled income fund. A pooled income fund combines the contributions of many donors into a single investment fund, and provides a steady income stream to all of the pool’s beneficiaries. When making a gift to a pooled fund, a donor receives a charitable income tax deduction and will not have to pay capital gains tax if the gift is of appreciated property. When the income beneficiary dies, the charity receives the donor's portion of the fund.
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