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Planning Your Legacy - Goals and Benefits

Your Goals

Your Strategy Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to the NCA Charitable Trust

Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on the NCA Charitable Trust
Afford a larger gift to the NCA Charitable Trust — and avoid capital gains liability Give appreciated stock or bonds held over one year Buy low and give high — make a gift that costs you less than the benefit it delivers to the NCA Charitable Trust, while avoiding capital gains tax
Make a gift for the NCA Charitable Trust's future that doesn't affect your cash flow or portfolio now Put a bequest in your will (cash, specific property, or a share of the estate residue) Today — a gift that costs you and your family nothing. Tomorrow — an estate tax deduction
Retain income benefits from the assets you give to the NCA Charitable Trust — thus affording a larger gift Create a charitable gift annuity or a unitrust Receive income for your lifetime; receive a charitable deduction; and diversify your holdings
Reduce high tax liability now; gain additional income later Establish a deferred gift annuity A larger deduction and a higher income rate than other life-income gifts offer
Tap one of the most valuable assets in your portfolio to make a gift to the NCA Charitable Trust Use real estate to make your gift to the NCA Charitable Trust Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle
Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren Create a charitable lead trust that supports programs at the NCA Charitable Trust for a fixed, finite period with the principal going to your heirs


Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Avoid capital gains liability on the transfer of a business or partnership interest Contribute a partnership interest or closely-held stock to the NCA Charitable Trust Avoid capital gains liability, receive an income tax deduction, and utilize a gift asset you may have overlooked
Locate an overlooked asset that you can easily give to the NCA Charitable Trust Name the NCA Charitable Trust as beneficiary of your retirement plan; leave other assets to your family Eliminate income tax on retirement plan assets; free up other property to pass to your heirs
Make an endowment gift from income rather than capital Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need Increase your ability to make a significant gift to the NCA Charitable Trust