Planned Giving
Planned Giving endeavors to maximize a donor's contribution and tax-relief potential and present ways to make a larger gift than thought possible. It facilitates the use of assets such as life insurance, retirement accounts, a personal will, stocks and securities, and property such as artwork and rare books as gift options. Planned Giving can also help secure supplementary income and/or increased tax benefits. Benefits include earned life income, and the reduction of capital gains income and estate taxes. Below are some of the most popular methods for making the most of your contribution.
Bequests
Making a bequest to ITP is simple. Contact us for specific language you can add to your will, or to learn more about how you can contribute to ITP in this way.
Charitable Lead Trusts
Charitable lead trusts allow ITP to receive income from a donor's assets for a specified time, after which time the donor regains control of the assets.
Charitable Remainder Trusts
Charitable remainder trusts provide income and tax benefits during the donors’ lifetime while leaving the asset or principle to ITP.
Life Insurance
Giving a life insurance policy or making ITP one of the beneficiaries of a life insurance policy is a great way to contribute more than you may have thought possible. A life insurance policy review can often turn up “found money.” By replacing old policies with new ones, death benefits can be dramatically increased for no additional premium cost.
Join the Robert Frager Founder Circle with a planned gift to ITP
The Robert Frager Founder Circle was established to recognize and honor those who have made provision for ITP in their estate plan or through a life income gift, and to recognize and honor one of the founders of ITP, Robert Frager, for his contribution to the vision and vitality of ITP since its inception in 1975.
For more information about making a planned gift, please contact Tracy Byars, Director of Gift Planning & Advancement:
Tracy M. Byars
Director of Gift Planning & Advancement
Institute of Transpersonal Psychology
1069 East Meadow Circle
Palo Alto, CA 94303
650-493-4430 x 267
tbyars@itp.edu
