Annandale Village is an award-winning nonprofit organization dedicated solely to providing progressive life assistance to adults with intellectual disabilities and traumatic brain injuries so that they can maximize their abilities and maintain their independence in the least restrictive environment.

Gift Planning Chart

The following chart will help you determine the type of gift that is right for you and your individual circumstances. When considering a planned gift, or making a significant gift of any kind, you should always consult with your legal, tax and financial advisor.

GOAL STRATEGY BENEFITS
Make a quick gift and maximize your deduction Donate cash to make your gift Claim your deduction against a larger portion of your adjusted gross income
Afford a larger gift and avoid capital gains liability Give appreciated stock or bonds held over one year Buy low and give high – make a gift that costs you less than the benefit it delivers, while avoiding capital gains tax
 Make a gift that doesn’t affect your cash flow or current portfolio Leave a bequest in your will (cash, specific property, or a share of your estate residue) Today – A gift that costs nothing, Tomorrow – an estate tax deduction for value of gift
Secure a fixed income from assets you give – thus afford a larger gift Create a Charitable Remainder Trust Receive income for your lifetime; receive an immediate tax deduction; avoid capital gains tax, and diversify your portfolio
Avoid capital gains tax on the sale of residence or other real estate Donate the residence or real estate to Annandale Village or sale at bargain price  Immediate income tax deduction; avoid capital gains tax
 Make a meaningful gift at little to no cost to yourself Donate qualified retirement plans (IRA’s and 401(k)’s) by naming Annandale Village as beneficiary of 100% of the balance Eliminate income tax on retirement plan assets, including deferred income tax and estate tax
 Avoid capital gains liability on the transfer or a business or partnership interest Contribute the partnership interest or closely held stock Avoid capital gains liability; receive an income tax deduction; and utilize a gift asset you may have overlooked

 

E-Newsletter Sign-up