(and help reduce your tax burden)
Donors call planned giving a great “win-win.” It makes a big and lasting impact on the help EPS provides women and children while giving generous donors potential tax deductions and lowered tax liability.
Planned giving can provide donors a number of significant tax benefits, including income tax deductions, reduced estate taxes, capital gains tax savings, tax-free principal growth and reduced probate costs. It’s important to note too, for certain planned giving options, like a Charitable Remainder Trust (CRT) and Charitable Lead Trust (CLT), you may receive income tax deductions in the year your gift is made.
It feels wonderful to be the good in someone else’s life.
Please consider making a planned gift to cement your legacy and help the future of EPS. You have a number of options that include:
Wills and Trusts
Make a gift that costs you nothing during your lifetime by gifting a specific sum, a specific asset, or a percentage of your overall estate after your other obligations are fulfilled.
Retirement Plan Assets
Donate retirement plan assets and minimize the amount of income taxes imposed on both your individual heirs and estate. If you are age 70 ½ and up, you can make tax-free gifts from your IRA accounts up to $100,000 annually. The gifts count towards your required minimum distributions for the year.
Donor Advised Funds
Gift directly from your donor-advised fund or name us a beneficiary of the remainder of the fund.
Securities
Donate appreciated assets, such as stocks, bonds, or mutual funds without incurring capital gains tax.
Life Insurance
Name us as the full or partial beneficiary on a life insurance policy or transfer ownership of a paid-up life insurance policy to us.
Charitable Trusts
Use charitable trusts to make a gift and provide for your family at the same time.
For more information, contact EPS Director of Advancement Tim Neal [email protected]
When including Essential Pregnancy Services in your estate plans, please use the following legal information:
Essential Pregnancy Services 3171 N 93rd Street Omaha, NE 68134
Have you already included Essential Pregnancy Services in your estate plans? Please let us know. We want to thank you for the blessing you have made for future women and babies.
The material presented on this website is not offered as legal or tax advice. We encourage you to consult your financial advisor to determine which gifting option is best for you.