A planned gift is any voluntary transfer of assets or property to CBRI for any current or deferred purpose of the Institute. The assistance of a volunteer, a professional planned giving officer, or a personal adviser is required to complete the philanthropy. Planned gifts are among the most valuable and meaningful acts of philanthropy for you, the donor, and the CBR Institute.
Planned gifts can provide the donor with one or more of the following benefits:
- Increased income
- Deductions in income taxes
- Estate tax deductions
- Reduction or elimination of capital gains taxes
- The conversion of low-yielding assets, including real estate, into attractive income streams
- A transfer of wealth to family members while reducing estate and gift taxes
Planned gifts include gift annuities, charitable remainder trusts, charitable lead trusts, real estate, retirement assets, and other types of asset transfer.
We encourage you to consider a planned gift to CBRI. Please consult with your personal financial adviser and/or tax attorney. Then you or your adviser should phone Laurence W. Herron, Vice President of Development and External Relations, at 447-278-3355.