Benefits of Planned Gifts

By making a planned gift, you can make a significant gift to NDI to support and strengthen democratic institutions worldwide. At the same time, you can gain financial and tax benefits for you and your family.

There are several types of gifts that first pay income to you and your family and then help NDI. These also can enable you to dispose of illiquid assets in exchange for income and tax benefits. Some examples are:

  • The lead trust is a gift arrangement that can help you transfer wealth to the next generation while sharply reducing gift and estate taxes.
  • You can make a gift to NDI through a trust or annuity that will pay you and/or another beneficiary annual income for life. At the death of the last income beneficiary, the remaining principal is transferred to NDI.
  • A charitable remainder trust is a separate tax-exempt account into which you transfer your gift. NDI will serve as trustee and thus handle the investment of the trust assets as well as legal and accounting administrative matters.

In addition, there are many types of assets that can be used to fund a charitable gift to NDI. These include:

  • Cash
  • Appreciated Securities
  • Real Estate
  • Personal Property
  • Business Interests
  • IRAs/Retirement Plans
  • Life Insurance

Bequests

The lasting impact of bequests—both large and small—helped shape NDI today. For many alumni and friends of NDI, a charitable bequest is the easiest and best way to make a lasting gift to NDI. By means of your will or other estate plan, you can name NDI as the beneficiary of a portion of your estate, or of particular assets in your estate. A bequest can also allow you to honor a loved one. Giving by bequest costs nothing now, yet it may give you a great deal of satisfaction to know that your future gift will live on.

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