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Charitable Gift Annuity Info
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Contact:
Jack Wharfield
Director of Marketing and Development
800-451-0732
Planned Giving Main Page

Looking to the future

Year's end is an especially good time to review your opportunities for sound financial planning along with the lasting impact you can make in the life of a child in need. Carefully considering what to give—and when to give it—can increase your help to homeless and vulnerable children while reducing your tax obligations. Because of recent changes in estate taxes, most Americans can now leave more to loved ones and their charitable interests free of federal and estate gift taxes. Here are some ways you and Holt International can achieve significant benefits.

Gifts of Cash

Gifts mailed or otherwise completed by December 31 qualify for the current year tax deduction. Federal income tax allows deductions for up to 50% of your adjusted gross income (AGI).
To give a gift of cash, you can:
• Write a check to Holt International
• Donate online via our secure website

Securities

Giving stocks, bonds, and/or mutual funds can bring extra tax savings. You avoid capital gains tax on the increase in value of your stock, while receiving a tax deduction for the full market value. You must have owned these securities for more than one year.

Honors and Memorials

By donating to Holt International in honor or in memory of someone special, you will not only honor those you love, but also help a homeless child in need. Holt's Gifts of Hope program, available throughout the year, allows you to give in someone's honor. Holt will send that person a card indicating that you have contributed on their behalf.

Giving through Your Will or Living Trust

Charitable bequests remain the most popular way for donors to perpetuate their support for future generations of homeless children. After providing for loved ones, you can direct a specific amount or percentage of your estate be donated to Holt International.

Charitable Gift Annuity

You can transfer cash or marketable securities to Holt International, receive a current income tax deduction, and Holt will issue a Gift Annuity—a contract to make fixed payments for a period measured by one or two lives. The donor is promised a specified lifetime income. The exact amount of the gift (minimum $10,000) and the rate of return to the donor are agreed upon at inception. Holt uses the maximum rates of return established by the American Council on Gift Annuities. For prospective donors, Holt provides a financial illustration showing the amount of payments, how they would be taxed, and the charitable deduction generated by the gift.

Gifts of Life Insurance

Gifts of all or a portion of the value of life insurance can result in significant estate tax savings. You may also give a gift through your estate by designating Holt International for all or a part of the proceeds of a life insurance policy.

Other Opportunities

You can also donate appreciated property or real estate. On this or any of the other planned giving opportunities, we would be pleased to provide more information to you or your advisors.
 
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