There are many options when planning your estate.
If you are interested in making a difference through
giving we can help you be a wise steward and save money
on your taxes.
Gifts of Appreciated Securities
If you have marketable securities that have grown substantially
in value, the tax laws make it possible for you to make
an important gift at remarkably low after-tax cost.
Gifts
of Closely Held Stock
Owners of closely help corporations have a problem
whenever they try to get money out of their businesses
for personal use. There is a way, though, by which
the owner can receive a substantial benefit from
his company, not have to pay any tax and give to
NTBI as well.
Gifts of Real Estate
Gifts of appreciated real property such as undeveloped
land, farms or personal residences may be transferred
by deed with no liability for income or estate
taxes on the appreciation. (All real estate gifts
are subject to approval by the Stewardship Development
Office.)
Gifts of Personal Property and
Other Assets
Antiques, paintings and
other collectibles can be valuable assets for giving.
Life
Insurance Gifts
One way to make a donation is to make NTBI the
owner and beneficiary of a policy and continue to pay
the
premiums.
Temporary Gift
We can show you how to contribute merely the income
from securities or other property temporarily and enjoy
substantial
income tax or gift and estate tax benefits.
Gifts
By Will or Living Trust
A bequest is the most traditional way to provide significant
help for worthwhile causes. With a gift through your
will or living trust, you retain full use of your
gift property during your life.
Benefits from IRAs
and Pensions
Your estate can save both income taxes and estate taxes
if you make us the death beneficiary of your individual
retirement account, pension, 401(k) or other retirement
saving plan.
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