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PLANNED GIVING |
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Invest in a 50-Year Legacy of
Excellence |
| For the past 50 years, Dale
Rogers Training Center has served and supported people with developmental
and other disabilities. With these supports, more than 1,000 individuals each
year increase their independence, self-esteem and earning potential through
vocational training, community programs and competitive jobs. Already the
oldest, Dale Rogers is now the largest and most innovative community agency
of its kind in Oklahoma and the Southwest. Regardless of the size of your
estate, you can help continue the legacy of support to people with
developmental and other disabilities through planned giving. |
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We can find a plan that's right for
you. |
| Thank you for considering a gift
to help secure the future for Dale Rogers Training Center. We know when you
make a contribution it is because you believe in what we do and because you
want to help make a difference in the lives of individuals with
disabilities, but we want to make sure you benefit from making a gift to us.
How does this happen? You may be surprised to learn that some
of the best gift plans also improve the donor's financial and tax situation,
no matter how large or small the estate. |
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| Your giving
options |
| The most common donations are
outright gifts, such as cash or check, or a piece of equipment. Many times
people want to hold on to their money or other assets for now, just to be
sure they can meet their family's future financial needs. These people are
usually delighted to learn that there are excellent alternatives which allow
them to still make a gift. One of these options could be right for you
too, a chance for your family to leave their own legacy. |
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| Learn More |
| We've designed the following
chart to summarize the benefits of some of the most popular types of
charitable gifts. Just think of what you want to accomplish with your gift
and there's probably a way to do it! We're here to
help answer questions you might have about planned giving. We can also
connect you with experienced professionals who can help examine your
particular situation and, together with your attorney and/or financial
advisor, help you find ways to support our mission
while at the same time assuring your family's financial security.
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What is it? |
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What are the tax
benefits? |
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What are some other
benefits? |
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Outright
Gift |
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A donation of cash, securities
or personal property. |
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Income tax deduction for the
value of the gift, plus no capital gains tax due on appreciated property. |
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You can tailor your gift to the
charity's immediate needs. |
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Bequest in
Will or Trust |
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A gift you make by naming a
charity in your will or trust. |
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Estate tax deduction for the
value of your bequest to charity. |
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Gives you flexibility in
providing for family needs first. |
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Life Insurance
Gift |
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A gift of an old or new policy
with a charity named as beneficiary and owner. |
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Immediate income tax deduction
for gift's value, plus possible estate tax savings. |
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Provides a way to make a
significant gift with little expenditure. |
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Retirement
Plan Gift |
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A gift made by naming a charity
as beneficiary of IRA or pension or profit-sharing plan upon your death. |
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Avoids punitive assets tax on
income in respect of a decedent as well as estate tax on the plan. |
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Preserves plan's value and
allows you to leave heirs less costly bequests. |
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Real Estate
Gift |
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A donation of real property,
either in full or with a retained life estate. |
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Immediate income tax deduction
for the charitable value of the gift, plus no capital gains tax due. |
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Can allow you to live in your
home and still receive charitable deduction. |
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| Charitable Remainder
Annuity Trust |
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A trust that pays a set income
to you or those you name before a charity receives the remainder. |
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Income tax savings from
deduction, no capital gains tax liability, possible estate tax savings. |
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Provides guaranteed annual
income for donor or other beneficiary. |
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| Charitable Remainder
Unitrust |
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A trust that pays variable
income to you or those you name before a charity receives the remainder. |
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Income tax savings from
deduction, no capital gains tax liability, possible estate tax savings. |
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Provides annual income that
could increase if trust value increases. |