Gift Planning

Gifts by Will or Trust

Gifts by Will or Trust

A charitable gift from your estate is a favored method of giving that enables you to achieve your financial goals, maintain control of your assets, and benefit Youth Entrepreneurs.

Naming Us in Your Assets

Naming Us in Your Assets

While you may transfer many of your assets through your will or living trust, a document called a beneficiary designation controls distribution of your retirement plans, life insurance policies, commercial annuities and a variety of financial accounts.

Charitable Remainder Trust

Charitable Remainder Trust

A charitable remainder unitrust can help you maintain or increase your income while making a significant gift to Youth Entrepreneurs. The charitable remainder unitrust is highly flexible. You can easily make gifts of assets that are not easily converted to cash using the unitrust. If your unitrust grows, your payments will grow too, providing a potential hedge against inflation.

Charitable Lead Trust

Charitable Lead Trust

Make a substantial gift to Youth Entrepreneurs in the form of fixed annual payments and pass assets to your family or other heirs at reduced tax cost.

Retained Life Estates

Retained Life Estates

Donate your home, farm or a second home to Youth Entrepreneurs and receive an immediate income tax charitable deduction, while retaining the right to live in your home for the rest of your life. If you itemize your deductions instead of taking the standard deduction you could save significant income taxes.

Bargain Sale

Bargain Sale

Receive immediate cash and make a gift to Youth Entrepreneurs by selling to us a valuable asset, such as real estate, for less than it is worth.

This information does not constitute legal or tax planning advice. Please consult with your legal or financial advisor.