Planned

Giving 

“The things you do for yourself are gone when you are gone, but the things you do for others remain as your legacy.”

– Kalu Ndukwe Kalu.

A planned gift is any major gift, made in a lifetime or at death as part of a donor’s overall financial and/or estate planning. These include gifts of equity, life insurance, real estate, personal property, or cash.

Planned giving ensures that CBH Care will continue to transform lives for generations to come. Our team can help you and your advisors structure a gift strategy tailored to your financial and philanthropic goals.

Planned giving includes:

Gifts through your estate - these popular gifts create a legacy through wills, trusts, beneficiary designations, and more.

Gifts that pay income - provide for your own and others’ financial needs while making a significant gift to CBH Care.

Gifts with an immediate impact - enjoy potential tax benefits and see your gift to CBH Care at work in your

You can make a difference!

What Are the

Tax Benefits
of Planned Gifts?

  • Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.

  • Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer.

  • Gifts payable to charity upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax.

Interested in planned giving. Click below to connect with one of our CBH Care team members.

<<<<FORM>>>