PLAN FOR TOMORROW AND BENEFIT TODAY WITH PLANNED GIVING AT TPF
You care. You want to give. TPF helps you make it both easier with planned giving.
Planned Giving means that you can continue to give to the causes you care about — forever. It allows you to make larger gifts by offering donors many giving instruments. Planned Giving may provide you with an immediate tax benefit, allowing you to bypass capital gains taxes and avoid taxes on your estate while having an immediate and lasting benefit for you and your family.
You can continue to support your philanthropic interests through TPF such as improving gender equality, providing educational opportunities, making an impact on socio-economic development, and helping disaster relief funds or you can contribute to TPF directly to support the organization’s sustainability after your lifetime.
We would like to invite you to continue to create a fundamental impact on the causes you care for by making a planned gift to TPF or its partners in Turkey through TPF. We can help you explore options and work with your professional advisors.
| YOUR GIFT | YOUR GOAL | HOW YOU MAKE THE GIFT | YOUR BENEFITS | |
|---|---|---|---|---|
| Real Estate and Bargain Sales | You can retain the right to use your real estate during your lifetime while you receive an immediate tax deduction or can sell an asset to TPF for less than the fair market value and use the difference in value as your gift. | Select this method if a large portion of your personal investments has been in real estate. | Deed your property to TPF or sell it to TPF for less than its market value | Immediate income tax deduction No cost during your lifetime. Continue to live in your home Avoidance of capital gains tax on the value of property exceeding the sale price Potential estate and income tax reductions to heirs |
| Retirement Plans | Any retirement plan such as an IRA or a 401(k) or life insurance policy allows you to create a named fund with TPF. Name TPF as the beneficiary and your legacy lives on through the assets transferred to TPF after you pass away. | Select these assets if heirs are in a high-income tax bracket. | Name TPF as the beneficiary of the balance left after your lifetime using the plan’s beneficiary form. | Make the gift from highly taxed assets, leaving other assets for the family. |
| Charitable Gift Annuities | A simple contract guarantees you a fixed income in exchange for a gift to TPF. The American Council on Gift Annuities sets annuity rates. | Combine the benefits of an immediate income tax deduction and a lifetime income stream. | Transfer assets to TPF and start receiving fixed payments for life immediately. | Fixed income for you or your loved ones beginning at a set date. Immediate income tax deduction Partial tax-free income Partial avoidance of capital gains tax in gifts of appreciated assets Removal of assets from the taxable estate |
| Charitable Remainder Trust | You can transfer cash and assets to an irrevocable trust and may receive income for life or a certain term of years. The remainder passes to TPF, creating a permanent fund in your name. | Supplement your retirement income while planning a lasting future gift. | Create a charitable trust that pays fixed or variable income for a specific term of years; thereafter the balance is given to you or to loved ones. | May reduce the future taxable estate Retain control of trust assets |
| Charitable Lead Trust | Set up a trust that generates dividends. Throughout the term of the trust, earned dividends go to TPF. The remaining assets go to your heirs, tax-free, on the trust’s appreciation. | Support your favorite charity without permanently giving up the assets you have and transfer wealth to future generations. | Transfer assets to a trust that makes gift payments to TPF for a term of years. | No impact on assets during lifetime Estate tax reduction Tax-free assets for your heirs No estate or gift taxes on the growth of assets Retention of property in the family often with reduced estate or gift taxes |
| Charitable Bequests | A bequest in your will or trust can direct specific assets to fund or add to an existing fund. | Support your causes easily today without impacting your financial security. | Provide in your will or living trust for a gift to be made to TPF or your choice of charity/cause after your lifetime. | You can reduce your taxable estate and create a charitable legacy. No impact on assets during the lifetime |
