Planned Giving

Planned Giving*serves as a vehicle for expressing your values by bringing together your personal, financial, and charitable goals. There are a variety of choices to select from that help you realize these goals by maximizing the impact of your assets and providing tax savings.

• Bequests are gifts made through your will. Once you have provided for family and the loved ones in your life, you might want to consider including charitable organizations, like PAI, to receive a specific amount or percentage, property, or a portion of what remains in your estate thus reducing the tax burden on your estate. The amount of charitable gifts that are deductible for gift and estate tax purposes are unlimited. If you include PAI in your will, you should share a copy with us so that we can ensure your wishes are fulfilled.

• Securities are gifts of stocks, bonds, or mutual funds. If your securities have increased in value, there is great benefit to transferring them to a charity. If you’ve owned them for more than one year, securities can be deducted for income tax purposes at full market value. This option also allows you to avoid paying capital gains tax and deduct the total value of your stock upon transfer (subject to IRS limits).

• Gifts of Real Estate can be a good choice for charitable giving and can reduce your taxes for this year and as many as five years in the future. Your financial advisor can provide more information on how to fulfill this type of gift and get the most out of the tax benefit.

• Gifts of Life Insurance on policies that have built up cash value but are no longer needed are a way to receive income tax and/or significant estate tax savings. Including a charitable organization on your life insurance policy is another good way to give through your estate.

• Trusts are another good vehicle for supporting charitable organizations like PAI. There are numerous types of trusts that you can utilize for giving such as a Charitable Remainder Trust or Charitable Lead Trust that offer different tax savings and vary for specific circumstances.

If you would like to contribute to PAI through a planned giving option or for more information on the many ways you can give to PAI, please contact Michele Duryea, Vice President of Development at 202-557-3431. PAI appreciates your support and welcomes your gift in any form as long as it meets your needs.

*When considering your planned giving options, we recommend that you consult your attorney, accountant, or tax advisor for additional information or contact us for a referral.