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Bequests
When naming The Wartburg Foundation in your will, you can give a specific amount or a percentage of your estate. Anything you wish may be bequeathed (cash, securities, real estate, art, antiques). By naming The Wartburg Foundation as a beneficiary, you continue to control your assets during your lifetime and your gift is exempt from federal estate tax.
Gift Annuity
A charitable gift annuity can be funded with cash or securities. You receive a lifetime income and tax benefits and make a future gift to The Wartburg Foundation.
Life Insurance Policy
Gifts of life insurance provide an easy way for you to support The Wartburg's ministry. You can name The Wartburg Foundation as owner and beneficiary of a new or existing policy. The premiums you contribute are deductible charitable donations. You may also simply name The Wartburg Foundation as a beneficiary of an insurance policy.
Charitable Trust
An arrangement in which an asset (cash, securities, real estate, etc.) is donated to a charity and the donor continues to use the asset and/or receive income from it while living. The beneficiary receives the income and the charity receives the principal after a specified period of time. The donor avoids a capital gains tax on the donated asset and also gets an income tax deduction for the fair market value of the remainder interest that the trust earned.
Real Estate
Gifts of real estate will allow you to receive the maximum tax deduction allowed by law, bypass capital gain tax, provide you an opportunity to establish a gift that provides an income for life, and make a substantial donation to your favorite ministry.
Securities
Gifts of appreciated securities (stocks, bonds, and mutual funds) can allow you to take a deduction for the current market value on the date of the gift and avoid capital gains tax.
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