Sample Excerpt: Tri-fold Brochure for St. Vincent de Paul Society
(Planned Giving program) 

Front Cover Headline:

Plan for Your Family’s Future…and Beyond

 

Inside folded-in back flap headline/body copy:

 

What Do You Know About Planned Giving? There’s More than Meets the Eye…

(list of misconceptions/clarifications)

“The more I donate to charity, the less I’ll have for my family…”
Planned giving, in many cases, won’t reduce the amount you have available to leave to your family. 

“I plan on selling some stock down the road and donating the proceeds to charity.”

Donating stock is vastly preferable, tax-wise, to selling that stock and donating the cash proceeds.

 

“After my wife and I use our retirement plan, we’re just going to will the balance to our children.”  

Some retirement plans could easily cost your children 50-80% in taxes, but could be donated to charity virtually tax-free.

 

“With six kids, I won’t have much left over to donate to charity.”

With proper planning, you can provide well for your family, and still leave a meaningful gift to charity as well. 

 

“I can’t make a gift to charity because I need income during retirement.”

Various planned giving formats allow you to make a gift and receive an income stream at attractive rates of return during your lifetime.

 

“I want my property to pass at my death so it receives the step-up in basis for capital gains tax savings.”

When you transfer low-basis property to certain charitable trusts while alive, you bypass capital gains taxes.

 

Inside Spread – left panel headline/body copy:

 

What Is Planned Giving?
Does The St. Vincent de Paul Society have a special place in your heart? With all the good we’ve done for so many and for so long, it’s easy to see why so many donors, old and new, decide to make a more significant commitment – whether a large one-time gift or a regular ongoing offering for years to come. And without using any of the funds they need to live on. 

That’s where planned giving comes in. Fact is, though, there are a lot of misconceptions about how planned giving works, along with potential pitfalls to avoid. But the good news is that a planned giving program can help reduce or eliminate income, gift, and estate taxes. The result? You could end up with more income than you ever thought possible for you, your family, and the charity of your choice.

Benefits Of Planned Giving

• Income tax deductions

• Reduced or eliminated capital gains, estate, or gift taxes

• Lifetime incomes for yourself and your spouse

• Preserved financial assets

 

 

Inside Spread – middle and right panel headline/subhead/body copy:

 

Give the Gift that Outlives You.

 

Outright Gifts
Cash, appreciated securities or closely held stock may be donated outright or pledged over a period of up to five years, both with excellent potential tax benefits.

Life Income Gifts
A donor may transfer cash or appreciated assets to a charity, which, in turn, pays a reliable, steady stream of lifetime fixed income back to the donor – and usually at a higher rate of return than from other life income investments.

Remainder Trusts
These trusts – either an “annuity trust” or a “unitrust” – provide a donor with a lifetime income and a charitable income tax deduction.

Real Estate Gifts
Donate residential or commercial real estate to a charity in one of two ways: an outright property gift (earning a charitable income tax deduction) or through a retained life estate contract, where you continue to live in the home for life.

(Call-to-action)

Want to give the gift that keeps on giving, both to your family and the Society? Contact us today through the details on the reverse side, and find out which planned gift types are the best fits for your circumstances. With planned giving, you can do it all.  

 

END

 

The St. Vincent de Paul Society (Catholic Charity)

Planned Giving Program
Tri-fold Brochure