Ways to join our winning team of planned givers!

Goals & Benefits 

What is the best way for me to make a gift?

Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping out a cause close to your heart.

The following chart details a gift vehicle for every goal. After determining the gift that is right for you, meet with your financial advisor or Blair Academy to begin implementing your wishes. 

Please contact Velma Lubliner, assistant director of advancement for capital and planned giving, at (908) 362-6121, ext. 5634, for more information.

What is your goal? 

Defer a gift until after your lifetime

Benefit:
A donation exempt from federal estate taxes

Receive an income stream for life from assets you give to Blair today

Benefit
Current and future savings on income taxes; payments for you and/or another beneficiary for life

Reduce gift and estate taxes on assets passing to heirs, while first supporting Blair

Benefit:
Reduced size of taxable estate; keeps property in family, often with reduced gift taxes

Avoid the twofold taxation on retirement plan assets

Benefit:
Avoidance of heavily taxed gift to heirs, allowing less costly gifts

Make a large gift with little cost to yourself

Benefit:
Current income tax deduction; possible future deductions

Avoid capital gains tax on the sale of a home or other real estate

Benefit:
Immediate income tax deduction and avoidance of capital gains tax

Give your personal residence or farm, but continue to live there

Benefit:
Charitable income tax deduction and lifetime use of home

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

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