There are many ways to save on taxes while making a major gift to Goodwill Industries. You can make your generosity live on and save taxes too through careful estate planning. For more information, request one or more of our brochures and be sure to consult your attorney and financial planner regarding which donation vehicle best fits your financial circumstances. To receive one the following brochures contact our fundraising office at 203-581-5319 or email
dviets@goodwillwct.org.
- Basic Estate Planning
- Effective Bequests
- Charitable Planning Strategies
- A Better Will
- Estate Planning for Women
- Charitable Remainder Trusts
- Outright Charitable Gifts
- Gifts of Securities
Basic Estate Planning This brochure guides you through the process of inventorying your assets, determining their value, and distributing them. It also lists the benefits of a bequest or other planned gift to charity.
Effective Bequests Learn what the benefits of making a bequest are and see how to make one. This brochure details eight different types of bequests. It also discusses gifts of retirement plan assets, tax-saving tactics, and how to name a charitable beneficiary.
Charitable Planning Strategies Find the best plan for you. This brochure tells you how to plan charitable giving depending upon your age, tax bracket, and financial situation. It includes a chart that shows when a type of gift is suitable for you as well as what the benefits are to you and to the charity.
A Better Will Read a detailed step by step guide outlining what you need to do before meeting with an attorney to draw up a will. Four different kinds of bequests are defined.
Estate Planning for Women This brochure discusses planned giving while acknowledging the different circumstances that women often face. It shows how to stretch income, cut taxes and minimize financial concerns.
Charitable Remainder Trusts Need a life income plan? Read about the different kinds of charitable remainder trusts and decide which one might best suit your individual needs.
Outright Charitable Gifts Learn about the tax advantages of outright gifts of cash, securities, life insurance, real estate and tangible property.
Gifts of Life Insurance Find out about the benefits of gifting life insurance.
Gifts of Securities Learn when a gift of securities works to your advantage.