Planned Giving
Gifts That Pay You Income
Gifts That Pay You Income
Did you know there's a gift to Catholic Charities Diocese of San Diego that returns payments to you? Yes, the IRS allows and encourages these creative plans that can stretch your giving ability. Here’s how they work:
Some of the best ways to support Catholic Charities Diocese of San Diego are available through life-income gifts. These "Gifts That Pay You Income" help you make a substantial gift to Catholic Charities while increasing your income.
The plans described here all have one substantial advantage over investment vehicles you read about elsewhere: they produce generous gifts to Catholic Charities Diocese of San Diego. So, while you will receive income for life or a set period of time, you can provide for yourself and Catholic Charities today.
The Benefits
- A potential increase in the income you are currently receiving from your investments.
- An immediate tax deduction for a portion of your gift.
- No capital gains tax due at the transfer of appreciated assets to your gift plan.
Goals & Benefits
Glossary