Ways of Giving
At-a-Glance
Personal Planning

Tip of the Week

Variety is the spice of giving.

You can give almost any kind of highly appreciated property—such as closely-held stock, real estate, partnership interests, or valuable art—to a charitable remainder trust and receive major tax and income benefits.

So, all at once, you can:

  • Receive income for life
  • Take a charitable tax deduction
  • Avoid all capital gains tax
  • Support the mission of the Academy of the New Church Secondary Schools (ANCSS), Bryn Athyn College of the New Church (BAC) and the General Church of the New Jerusalem (GC)

You can even allow your assets to accumulate tax-free until you "turn on the income spigot" at retirement or some other future event, such as the start of your child's education.

Read more, email us, or contact us at 494-809-4022.