Give:

 

Memorial Gifts:

Tributes to honor the living and memorials to remember the departed are special funds that can be set up to receive contributions from donors.

 

Income for Life:

Charitable Gift Annuities ~ A charitable gift annuity provides the donor with a guaranteed income for life, an immediate income tax deduction, and the opportunity to leave a legacy to the causes that matter most to them. Once the lifetime annuity has completed its payouts to a donor and spouse, the remaining principal is transferred to their named charitable fund to fulfill their intentions in perpetuity.

 

Charitable Remainder Trusts:

Charitable remainder unitrusts and annuity trusts pay lifetime income to you or other named beneficiaries. Once a trust is established with the assistance of your attorney, cash or property is then transferred to the trust. Beneficiaries receive income in an amount equal to a fixed percentage of the trust’s annual fair market value (unitrust) or a fixed dollar amount (annuity trust). Upon termination of the trust, the assets are transferred to the donor named fund (Communication Access, Inc.) to fulfill their charitable intentions.

 

Bequests:

A bequest to Communication Access, Inc. can be as simple as adding an appendix to your will or naming Communication Access, Inc. on a formal beneficiary designation form. This is the most common planned gift, and it may provide you with valuable estate tax savings.

Bequests can be in the form of:

 

• A stated dollar amount or specific property

• A percentage of the estate

• A portion or all of the residual once provisions have been made for all family members

 

Retirement plan bequests to Communication Access, Inc., are one of the most tax efficient ways to transfer assets. Most assets an heir inherits are free from income tax. However, an heir will pay income tax on disbursements from a decedent’s retirement plan such as a profit sharing plan, 401(k) plan, or an IRA.