Mercy Airlift

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What are my Planned Giving options?

Whether you want to eliminate taxes or benefit from the dependable annual payment of a life income gift, there is a gift to fit most every objective. And no matter how or what you give, you will be helping Mercy Airlift. The following charts briefly detail gift options to help you meet your goal.

Bequest in a Will

Goal Defer a gift until after your lifetime
Benefits Reduce your estate tax and give a meaningful gift that will help Mercy Airlift
How to Name Mercy Airlift in your will

Appreciated stocks, mutual fund shares

Goal Give a current gift and receive a tax deduction
Benefits Receive an income tax deduction and avoid capital gains tax on securities appreciation
How to Call your broker

Charitable Gift Annuity

Goal Receive lifetime fixed annual payments
Benefits You and/or another person receive fixed annual payments for as long as either lives; the remainder of the annuity will help Mercy Airlift
How to Enter into a simple contract with Mercy Airlift

Life Insurance

Goal Make a large gift with little cost to yourself
Benefits Income tax deduction for value of oplicy when transferred; possible future deductions
How to Give a policy with Mercy Airlift as the owner and beneficiary

Retirement Plan

Goal Avoid the two-fold taxation on retirement plan assets
Benefits Potentially significant estate and income tax savings
How to Name Mercy Airlift as the beneficiary of the assets after your lifetime

Charitable Remainder Trust

Goal You receive payments today, and Mercy Airlift benefits in the future
Benefits Immediate income tax deduction; fixed lifetime payments
How to Create a charitable trust that pays you annually



Please contact Mercy Airlift for more information.

The purpose of this web page is to provide information of a general nature only. Mercy Airlift is not engaged in providing legal or tax advice. Please consult with your attorney or financial advisor when considering a charitable gift of any


 

Mercy Airlift
P.O. Box 90452
Los Angeles, CA 90009
800-637-2945

email: info @mercyairlift.org