Planned Giving Options

Planned Giving Is An Option With The NATA Foundation

Planned gifts take into account a donor’s financial, family, business and estate considerations. These gifts can take many forms. Planned giving techniques can significantly reduce estate, income and gift taxes, allowing donors to benefit the NATA Foundation while realizing impressive tax advantages for themselves. Consider the following, and contact the NATA Foundation if you have questions or would like more detailed information.

Bequest: A donor may leave some assets to the NATA Foundation in his/her will.
Benefits: The donor does not part with any assets until death.

Appreciated Assets: A donor may transfer, to the NATA Foundation, his/her marketable stocks, bonds or mutual fund shares that have appreciated in value.
Benefits: The donor realizes income and capital gains tax savings.

Charitable Remainder Trust: A donor may establish a trust with the NATA Foundation and provide for fixed or variable payments to anyone, for a designated term.
Benefits: The donor can receive income tax deductions and avoid capital gains taxes. This can also be an appealing way to help prepare for retirement, if highly appreciated assets or real estate are involved.

Retained Life Estate: A donor may make a gift of his/her home to the NATA Foundation and retain the right to live in it for the remainder of his/her life.
Benefits: The donor can receive current tax deductions and continue to live in his/her home.