SAVE THE DATE
Wednesday, May 7, 2008
9:30AM – 3PM
The Longaberger Golf Club, Nashport, Ohio
“Achieving Clients’ Charitable Goals in Today’s Climate:
A Planned Giving Seminar for Professional Advisors”
Sponsored by the Foundation for Appalachian Ohio
Please join us for a day of continuing education and an afternoon of golf!
Please visit our 2008 Annual Advisor Seminar page or view our brochure for more information.
Register Today!
A variety of giving methods tailored to your unique situation.
Outright Gift
You can make a gift of cash, stocks, bonds, real estate, or other assets to the Foundation for Appalachian Ohio. Your gift qualifies for maximum charitable benefit under state and federal law.
Gifts of Appreciated Stock
Gifts of Real Estate
Gift of Life Insurance
Bequest
You can designate a gift or portion of y our estate to the Foundation for Appalachian Ohio and, in some cases, receive a substantial reduction in federal gift and estate taxes. Bequest by Will
Gift Annuity
You can make a gift of cash or property to the Foundation for Appalachian Ohio now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.Charitable Gift Annuity
Charitable Remainder Trust
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to your community foundation, and is placed in a charitable fund you have selected. You receive income tax benefits the year you establish your trust. Charitable Remainder Trust
Charitable Lead Trust
You can place cash or property in a trust that pays a fixed amount to the Foundation for Appalachian Ohio for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. Charitable Lead Trust
Wednesday, May 7, 2008
9:30AM – 3PM
The Longaberger Golf Club, Nashport, Ohio
“Achieving Clients’ Charitable Goals in Today’s Climate:
A Planned Giving Seminar for Professional Advisors”
Sponsored by the Foundation for Appalachian Ohio
Please join us for a day of continuing education and an afternoon of golf!
Please visit our 2008 Annual Advisor Seminar page or view our brochure for more information.
Register Today!
A variety of giving methods tailored to your unique situation.Outright Gift
You can make a gift of cash, stocks, bonds, real estate, or other assets to the Foundation for Appalachian Ohio. Your gift qualifies for maximum charitable benefit under state and federal law.
Gifts of Appreciated Stock
Gifts of Real Estate
Gift of Life Insurance
Bequest
You can designate a gift or portion of y our estate to the Foundation for Appalachian Ohio and, in some cases, receive a substantial reduction in federal gift and estate taxes. Bequest by Will
Gift Annuity
You can make a gift of cash or property to the Foundation for Appalachian Ohio now, get immediate tax benefits, and ensure that you or a loved one receive fixed quarterly or annual income payments for life.Charitable Gift Annuity
Charitable Remainder Trust
You can place cash or property in a trust that pays annual income to you (or another named beneficiary) for life. After your death, the remainder of the trust transfers to your community foundation, and is placed in a charitable fund you have selected. You receive income tax benefits the year you establish your trust. Charitable Remainder Trust
Charitable Lead Trust
You can place cash or property in a trust that pays a fixed amount to the Foundation for Appalachian Ohio for the number of years you select. Once this period ends, the assets held by the trust are transferred to the beneficiaries you name. In some cases, you receive a substantial reduction in federal gift and estate taxes. Charitable Lead Trust
