Neighborhood House
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Planned Giving Alternatives

Neighborhood House welcomes the opportunity to work with volunteers, donors and their legal, financial and tax advisors to establish planned gift arrangements in support of the programs and services offered by Neighborhood House. Since financial and tax implications can vary widely, donors are encouraged to consult their own counsel in addition to James Lovell, Director of Development and Advancement, about making such gifts.

Ways to Give
Gifts of assets, which are often used in making major gifts, may provide a donor with significant tax and financial benefits. The following are examples of gifts and gift arrangements that are options with Neighborhood House:

  • Securities: Neighborhood House welcomes gifts in the form of stocks, bonds, or mutual funds shares. Donors of securities may realize substantial tax benefits by giving long-term securities that have appreciated in value
  • Real estate: Neighborhood House welcomes gifts of real property. Gifts of highly appreciated real property may offer particularly rewarding tax and financial advantages to the donor
  • Life insurance: You may donate a life insurance policy that is no longer needed by the donor or the family
  • Personal property or equipment: Gifts of equipment that prove beneficial and useful to the children in the community. As well, personal property and other tangible items of significant value, which may be sold or donated to support the Neighborhood House major gifts campaign
  • Charitable lead trusts: These trusts distribute payments to Neighborhood House for the term of the trust, after which the trust remainder is transferred to the donor's family or other heirs. As an estate-planning tool, charitable lead trusts provide significant wealth preservation opportunities. A variant of this trust can provide a large income tax deduction in a year when it is most advantageous for the donor
  • Charitable remainder trusts (CRT): These gift arrangements provide income to the donor for the life or term of the years, leaving the trust remainder to Neighborhood House at the end of the trust term
  • Gift annuities: The donor transfers assets in exchange for a lifetime annuity. At the end term of the annuity, the gift is released for use by Neighborhood House
  • Testamentary gifts: Neighborhood House is grateful for gifts through a donor's will or revocable living trust
Most of the above gifts arrangements are often referred to as "planned gifts." The hallmark of a planned gift is that donors enjoy associated financial benefits. These may include increased spendable income, income tax savings, reduced estate tax liability and elimination of capital gains taxes. Planned gifts also allow many donors to make a larger than expected gift to Neighborhood House.

Further information about planned gift opportunities may be obtained by contacting the Director of Development and Advancement, James Lovell, at 206-461-8430 ext. 2096 or