In addition to supporting the NHS’s mission, a planned gift can provide tax advantages, especially on gifts of stocks and real estate. The benefits may include:
- an income tax deduction
- reduced capital gains taxes
- reduced probate costs and estate taxes
- income for life
You can take advantage of incentives provided by the IRS by working with your trusted advisor to plan a gift that fits your needs, as well as the needs of the NHS.
Even with the increased standard deduction in the tax law that became effective in 2018, an immediate income tax charitable deduction resulting from a planned gift may lead to itemizing deductions and greater tax savings.
A planned gift makes it possible for you, your loved ones, and the NHS to all benefit.
Accurately fulfilling your charitable gift intentions is very important to us. Please contact us regarding your planned gift to make sure we have the information we need to meet your charitable goals.
Jennifer Katz
Director of Legacy Giving
402-905-3486
jkatz@nehumanesociety.org
Nebraska Humane Society
