In addition to supporting the mission of InterVarsity, a planned gift may provide substantial tax advantages, especially on gifts of stocks and real estate. The total income, estate, and capital gains tax savings and the probate expense savings can be significant. The benefits of planned giving may include the following:
- Joy from helping reach more students and faculty
- Income Tax Deductions (you and your heirs)
- Reduced Capital Gains Taxes
- Reduced Estate Tax
- Income for Life
Simply by taking advantage of incentives the IRS provides, you and your advisor can craft a gift that fits your needs, as well as the needs of InterVarsity. Even with the increased standard deduction in the tax law that became effective January 1, 2018, an immediate income tax charitable deduction resulting from a planned gift may lead to itemizing deductions and greater tax savings. A planned gift makes it possible for you, your loved ones, and InterVarsity to all benefit.
We want to be sure that we can fulfill your wishes. If you have any questions, please contact:
Estate & Gift Planning Team
608-443-3748
giftplanning@intervarsity.org
InterVarsity Christian Fellowship/USA
