A planned gift is
often described as “leaving a legacy” because it is, for the most part,
created to make an impact for future generations. Often referred to as a
deferred donation, it is simply, planning to make a difference both for
yourself and for a cause that you believe in through a charitable gift. Many
planned donations are surprisingly easy and straightforward while others are
more sophisticated gifts and require more care.
A planned gift can
give you a tax advantage and often the tax benefits are quite substantial
and it will address your estate plans and concern for your heirs. Deferred
donations will complement your lifestyle goals yet match your wish to leave
a legacy to the cause you care about.
A Planned Gift:
donors to make larger gifts than they thought possible, and for some donors
the only way to make a major gift.
is a creative way
to donate using many different types of assets.
permits donors to give to an organization and receive substantial financial
donors achieve philanthropic and financial objectives.
• plans for
retirement and family.
is a way to obtain a
charitable income tax deduction and avoid or reduce paying capital gains
• avoids probate
costs and reduces estate taxes.
can reduce federal
current yield from stocks and bonds.
Types of Deferred
Gifts include, but are not limited to:
Name Temple of the
Goddess in your will. This donation is exempt from federal estate taxes.
Find out more information–the why, the how–by going to:
The Business of Wills
In this age of
inflation, a small life insurance policy given to you from your grandmother
may not amount to much but it could be a substantial gift for the temple.
Contact your insurance agent to arrange transferring the ownership of the
policy to Temple of the Goddess. Consider naming Temple of the Goddess as
the primary or contingent beneficiary for either the entire proceeds or a
portion of the value of the policy. Find out more information–the why, the
how–by going to: Life Insurance with
Temple of the Goddess as Beneficiary.
You, of course, have the option to sign over any real estate property, free
and clear, to Temple of the Goddess, but have you ever considered donating a
vacation home, or even your primary residence with the option of continuing
to live there throughout your lifetime? This can become a valuable gift to
us since a retained life estate designates ownership of your home to us, but
you, your spouse, or other survivor can occupy the home throughout life.
You have a charitable income tax deduction and lifetime use of the home.
Property purchased as an investment many years ago and no longer used . . .
gift it to Temple of the Goddess.
Retirement Plan Gifts
With Temple of the Goddess as beneficiary on your retirement plan, a twofold
taxation on assets is avoided. As your beneficiary, the remainder of the
assets after your lifetime will continue to graciously fund Temple of the
Goddess programs. Again, no cost to you during your lifetime. As a
non-profit religious corporation, Temple of the Goddess avoids the heavy
taxation that falls to heirs, thereby receiving full use of the remaining
Name us beneficiary in your living trust. You remain in control of your
trust and have possible estate tax savings. This defers a gift until after
your lifetime, but acts as a memorial to your generous spirit. Find out more
information–the why, the how–by going to: Living
Other Trusts and Annuities
To discover the variety of choices you have with Trusts, all of which are
revocable, see the special section on adding Temple of the Goddess on your
Trust Plans as beneficiary. It’s a painless, non-cash method of being a
part of the vision of the temple. Also, please visit:
Trusts and Annuities
Methods of Gifting
Eliminating taxes or
benefiting from an increased income stream, is easy with Temple of the
Goddess. No matter how or what you give, know that you will be helping out
a cause close to your heart. After determining how to gift Temple of the
Goddess, meet with your financial advisor or Temple of the Goddess Financial
Advisor to begin implementing your wishes.
How do I know which
Gift Matches my Goals?
There is a gift for
every objective. Read and understand all the choices in Planned Giving to
Temple of the Goddess. Discuss it with your family, lawyer and your
financial advisor. Discover which gift is right for you at this time.
Deferred Gifts have
small impact on your present assets, but create a huge impact for Temple of
the Goddess. Planned Giving such as Life Insurance policies, bequests in
wills, and various trusts help further Temple of the Goddess and her work in
Honoring a loved one
Do you know someone
whose life greatly affected you? Who in your life do you credit as having
the most to do with who you are right now? Create a Legacy to memorialize
them through the Temple of the Goddess. Have you ever considered making a
deferred gift to us in honor of that person? Establishing a memorial
through a deferred donation allows you to honor a loved one or yourself, as
well as support our programs. You also receive personal financial benefits
from your contribution.
Be a Force for good
in this world. Help the world become more charitable by starting with the
one you’re most familiar with. You. Would you like to change the world?
By gifting Temple of the Goddess you are helping to bring back the Sacred
Feminine in order to heal ourselves, our community, and the world.