Planned Giving

Contact info@ntzchs.org at the Natchez Children's Home Services to inquire about gift opportunities that will benefit you and the Home.

Types of Planned Giving
Bequests
Stock
Real Estate
Life Insurance
Income
Charitable Remainder Trust



BEQUEST
For almost two centuries, bequests to the Home have sustained the Home's important mission while saving the donor in estate tax dollars.

STOCK
Giving stocks that have appreciated allows you to save by avoiding capital gains tax on the increase in value of your stocks and also you receive a tax deduction for the full market value of the real estate.

GIFTS OF REAL ESTATE
If property is given outright and it has increased in value since you purchased it, you can avoid significant capital gains tax and realize a charitable deduction for the full market value of the real estate.

GIFTS OF LIFE INSURANCE
If you have a life insurance policy that is no longer needed, you can donate it to the Natchez Children's Home Services. With the Home named as the beneficiary of the policy, you could receive a charitable deduction. If the policy has cash value, you may take premium payments after the policy. If you continue to make premium payments after the policy has been donated, those premiums payments are tax deductible each year.

LIFE INCOME GIFTS
You may transfer assets (cash, stocks, or other property) to the Home and still receive income from those gifts. Such gifts are often made through a "unitrust" or "annuity trust" arrangement.

CHARITABLE REMAINDER TRUST
This powerful, flexible estate planning tool allows charitably-inclined individuals to achieve their financial and charitable objectives, including avoiding capital gains tax on the sale of appreciated assets, receiving current income tax deductions, reducing or eliminating estate taxes, increasing current income and the value of assets passed on to heirs, and established charitable legacy.