Support by Donation

Planned Giving

Tailor your estate planning to make the biggest impact. Options include:

• Bequests
• Charitable Trusts
• Charitable Giving Annuities
• Gifts of Life Insurance
• Gifts of Stock

To discuss a giving plan that is right for you, please contact us at [email protected].

Bequests

For those who currently have a will or a trust or are thinking about creating one, this is a simple and elegant way to continue your support into the future. Just a few sentences added to your will or trust are all it takes to set up this important gift. Your gift can be made as a percentage of your estate. Or you can make a specific bequest by giving a certain amount of cash, securities or property. After your lifetime, NSTA receives your gift.

Bequests also are beneficial in three additional ways: flexibility, versatility, and tax relief. Because you are not actually making a gift until after your lifetime, you can change your mind at any time. You can structure the bequest to leave a specific item or amount of money, make the gift contingent on certain events, or leave a percentage of your estate to us. If your estate is subject to estate tax, your gift is entitled to an estate tax charitable deduction for the gift's full value.

Charitable Trusts

For those with professionally managed assets and wealth, a charitable remainder trust will allow you or other named individuals to receive income with a potential for growth each year for life or a period not exceeding 20 years from assets you give to the trust you create. Payments can be either variable or a fixed amount. While you receive steady income throughout your life, the balance in the trust becomes a gift to NSTA after a set period of years or following end-of-life.

A charitable trust has great potential for tax relief through partial charitable income tax deductions and front-end capital gains tax reduction.

Charitable Giving Annuities

For those with professionally managed assets and wealth, a charitable giving annuity is a great way for those in their retirement years to receive solid, steady payments.

In addition to providing reliable retirement income (your annuity payments are not affected by fluctuations in the economy), charitable giving annuities are also one of the simpler ways to contribute to NSTA. With a simple contract, you agree to make a donation of cash, stocks or other assets to NSTA. In return, you (and someone else, if you choose) receive a fixed amount each year for the rest of your lifetime.

A charitable giving trust also has great potential for tax relief as your gift is partially income tax-deductible, your annuity payments are partially income tax free, and when using appreciated stock to make a gift, you can often reduce capital gains tax obligations.

Gifts of Life Insurance

Often overlooked, life insurance is an extremely practical and significant vehicle for giving. Above all, it is incredibly simple and low-risk.

Many times, life insurance policies with cash value exist beyond their initial intended purpose, such as taking care of loved ones who are now otherwise financially secure. In these cases, you can repurpose your policy to help NSTA by naming us as your primary beneficiary. You can even see tax benefits if you also give ownership of the policy to NSTA at the same time (you can retain ownership, as well, but you unfortunately won’t see the tax benefits in that case).

Using life insurance as a charitable contribution has many tax benefits. You’ll receive an income tax charitable deduction, realize tax savings from use of the deduction, and reduce your future estate tax liability.

Gifts of Stock

For those who hold closely held stock in a "C Corporation" (of which the majority of stock is held by a few shareholders), a gift of these shares can be a great way to facilitate significant support for NSTA.

One can give closely held stock in large amounts, as long as it does not reduce your ownership to less than 50 percent. NSTA would then be able to cash-in the stock as the company re-purchases it from NSTA, providing you with an income tax deduction equal to the fair market value of the stock.

In this scenario, the company retains ownership of the stock and you are charged no capital gains taxes on the stock given as a gift to NSTA.

To discuss a giving plan that is right for you, please contact us at [email protected].