Gifts That Provide You Income

There are several types of gifts that first provide income to you and your family and then help Blair Academy.

The IRS allows and encourages these creative plans that can stretch your giving ability. These “Gifts that Provide You Income” help you make a substantial gift to Blair while increasing your income.

The Benefits

  • An additional source of lifetime income for you, your spouse or other significant persons.
  • A potential increase in the income you are currently receiving from your investments.
  • An immediate tax deduction for a portion of your gift.
  • No capital gains tax due at the transfer of appreciated assets to your gift plan.

Types of gifts:

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Click on the icon to calculate the income and benefits you may receive from your planned gift.

 

 

To request a personal gift illustration, please contact:

Velma Lubliner
Assistant Director of Advancement for Capital and Planned Giving
(908) 362-6121, ext. 5634

The material presented on this website is not offered as legal or tax advice.

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