You contribute cash, securities or other property to a trust.
The trust makes fixed annual payments to Samaritan's Purse for a specified term of years.
When the trust ends, the remaining principal goes to your heirs.
Benefits
You qualify for a gift tax deduction for the present value of the annuity payments to Samaritan's Purse.
The annuity payments and the term of the trust can be specified in such a way so as to reduce or even eliminate the transfer taxes due when the principal reverts to your heirs.
All appreciation that takes place in the trust goes tax-free to your heirs.
You can use your available estate tax credit ($2.0 million per person beginning in 2006) to further reduce taxes on transfers to your heirs.
You can have the satisfaction of making a significant gift to Samaritan's Purse now that reduces the taxes due on transfers to your heirs later.
Do You Need Further Assistance?
Some gift arrangements have minimum age and contribution guidelines to help us be wise stewards. Contact Donor Ministries for more information about your particular situation. We look forward to helping you.
Call: (828) 262-1980
Or email:
Samaritan's Purse is
recognized as a 501 (c) (3) non-profit charity
by the IRS and qualifies for corporate matching
programs as a relief organization.
Samaritan's Purse
adheres to standards set forth by the
Evangelical Council for Financial Accountability
(ECFA). Our desire is to help our donors in
doing what God is calling them to do, who are
acting as responsible stewards of the wealth
that He has entrusted to them.
Samaritan's Purse does not render legal,
tax, or investment advice. Please consult
professional counsel for individual financial
planning decisions.
