SHEPHERD'S CENTER
of Webster-Kirkwood, Inc.
                                  PLANNED GIVING

When you make Shepherd’s Center of Webster Kirkwood, Inc.  a part of your estate and
legacy planning, you not only achieve your own financial and charitable goals, but you
help us continue to serve the growing number of seniors in our community.  


                                WHY PLANNED GIVING ?

  • Offers lifetime benefits to donors depending on the option used and the donor's
    individual situation, which may include:
  • lifetime income
  • income tax savings
  • reduce or eliminate estate taxes after death
  • capital gains tax savings
  • avoid two fold taxation on tax-deferred investments such as IRA's
  • a way of saying thanks by providing for future generations

  • Adds to the financial stability and credibility which ensures the future of the
    Shepherd's Center of Webster/Kirkwood and its ability to meet the growing
    number of seniors who could benefit from its services and the growing unmet
    needs of seniors in our community

  • Endowment donations create an on-going source of future income which in turn
    reduces the urgency of annual fund raising activities

  • Larger gifts are possible
Objective
Defer a gift until after lifetime
Benefits
  • flexibility to use the money if you need it
  • potential estate tax savings, if applicable
Bequest in a Will or Trust
PLANNED GIVING OPTIONS
Objective
Receive lifetime fixed installment payments
Benefits
  • income tax savings
  • donor and/or another person receive fixed payments
    for a life with remainder benefiting the Shepherd's
    Center of Webster-Kirkwood, Inc
Charitable Gift Annuity
Objective
Make a large gift with lower cost to yourself
Benefits
  • if designate Shepherd's Center as beneficiary, it is
    usually revocable, so you can change your mind
  • If irrevocable, you can't change your mind, but you
    will achieve income tax savings
Life Insurance
Objective
Maximize your gift through tax avoidance
Benefits
  • Shepherd's Center pays no income tax on receipt of
    proceeds unlike heirs
  • reduce or eliminate estate taxes, if applicable
Retirement Plans (IRA's, 401K, etc.
Objective
Receive lifetime payments
Benefits
  • income tax savings
  • estate tax savings
  • donor and/or another person receive fixed payments
    for life with remainder benefiting the Shepherd's
    Center of Webster-Kirkwood, Inc.
Charitable Remainder Trust
Charitable Lead Trust
Objective
Create income stream for Shepherd's Center over a period
of time with residue to heirs
Benefits
  • reduce or eliminate federal gift and estate taxes
  • transfer substantial amount to heirs with little or no
    gift tax cost when trust is established
  • may be able to pass substantial assets to
    grandchildren and other remote descendants
    without pay generation skipping transfer tax
Objective
Give a current gift
Benefits
  • income tax savings
  • capital gains tax savings
Appreciated Stocks and Mutual Fund Shares