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 stocks and securities, life insurance, retirement accounts, a personal will, and property such as artwork and rare books as gift options. Planned Giving can also help secure increased tax benefits and/or supplementary income. 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 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 for donors while creating revenues for ITP.
Gift Annuities
Gift annuities provide older donors with lifelong fixed incomes, as well as tax benefits.
Life Insurance
Giving a life insurance policy is a great way to contribute more than you may have thought possible.
Please contact Tracy Byars, Director of Institutional Advancement, to discuss participation in any of these programs:
Tracy M. Byars
Director of Institutional Advancement
Institute of Transpersonal Psychology
1069 East Meadow Circle
Palo Alto, CA 94303
650-493-4430 x 267
tbyars@itp.edu
