Planned charitable gifts can further the mission and vision of PLTS while reducing taxes and possibly increasing a donor’s income. Planned giving is a tool allowing you to increase benefits to your heirs and provide for the future of PLTS. Taking control of your finances through planned giving is one of the most powerful ways to ensure your ability to share with others.
In addition to considering the amount, time, and manner of your gift, you’ll also want to consider your financial objectives and needs:
- Defer a gift until after your lifetime via your will or a bequest.
- Make a significant gift with little cost to you or your family by naming PLTS as a beneficiary on your life insurance.
- Avoid capital gains tax by giving appreciated stock held for at least one year.
- Secure a fixed life income and avoid market risks by creating a charitable remainder annuity trust (CRAT).
Remember to discuss all your charitable giving plans with your financial and legal advisors. For more information, contact the PLTS Office of Seminary Relations at (510) 559-2735, (800) 235-7587, or .