Man Plowing Field - Photo by Loyd Heath Giving Opportunities
Giving Options (Cont.) - Additional giving options include:

Gifts Of Appreciated Assets - For those considering a lifetime gift to Old World Wisconsin Foundation, Inc., gifts of stock or real estate often provide special tax benefits. In addition to an income tax deduction for the full fair market value of the gift, these gifts eliminate the capital gains taxes that would arise if the asset ha instead been sold.

Charitable Remainder Trust - Another lifetime giving arrangement with special benefits if the Charitable Remainder Trust. This allows you to effectively retain the income on a charitable gift for your lifetime, while receiving a current income tax deduction. Particularly, if you have highly appreciated assets which you are about to sell, you should consider whether a Charitable Remainder Trust is right for you.

In Summary - The giving options for Plowshare include:

Bequest in Will
Retirement Account Beneficiary
Life Insurance
Gifts of Appreciated Assets
Charitable Remainder Trust

Call Pat Nelson at 262-594-2992 for additional information.

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Old Barn and Wagon - Photo by Loyd Heath
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