Support Executive Women of the Palm Beaches, Inc. Foundation

Summary of Gift Planning

If You Want To: We Suggest:
  • Make a charitable cash bequest during life.
  • Endow a scholarship fund
Gift of Cash
  • Avoid capital gains tax on the sale of securities
Gift of Stock
  • Avoid taxes on the policy's surrender value
  • Receive a tax deduction for the premiums you pay
  • Gift a policy which is no longer needed
  • Transfer your estate to your heirs without estate tax
  • Replace contributed assets in your estate
Gift of Life Insurance
  • Control your assets throughout your life
  • Deduct 100% for estate tax purposes
Will and Trust Bequests
  • Establish a life income gift with potential for growth
  • Receive a charitable deduction
Charitable Remainder Unitrust
  • Have a predictable, guaranteed income not subject to market fluctuations
  • Receive a charitable deduction
Charitable Remainder Annuity Trust
  • Lower the impact of a high gift and estate tax bracket
  • Pass wealth to family members free of gift and estate taxes
Charitable Lead Trusts

help yourself by helping others

 

Our Mission: Empowering women to succeed and lead

Our Vision: To be the voice that inspires integrity, equality and leadership

in the workplace and our community



Executive Women of the Palm Beaches, Inc.
2701 N Australian Avenue, Suite 205
West Palm Beach, FL  33407
561.868.7070  info@ewpb.org

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