Planned Giving
Planned charitable gifts can further the mission and vision of PLTS while reducing taxes and possibly increasing a donor’s income. Planned giving is a tool allowing you to increase benefits to your heirs and provide for the future of PLTS. Taking control of your finances through planned giving is one of the most powerful ways to ensure your ability to share with others.
In addition to considering the amount, time, and manner of your gift, you’ll also want to consider your financial objectives and needs:
- Defer a gift until after your lifetime via your will or a bequest.
- Make a significant gift with little cost to you or your family by naming PLTS as a beneficiary on your life insurance.
- Avoid capital gains tax by giving appreciated stock held for at least one year.
- Secure a fixed life income and avoid market risks by creating a charitable remainder annuity trust (CRAT).
Remember to discuss all your charitable giving plans with your financial and legal advisors. For more information, contact the PLTS Office of Seminary Relations at (510) 559-2735, (800) 235-7587, or seminaryrelations@plts.edu.
The Remember the Future Society was created to recognize and honor those individuals
who have generously acted to provide future support for PLTS. The society is open
to all who remember PLTS in their estate plans through wills, trusts, life insurance
designations, and other bequests.
Planned gifts are an act of faith in support of the Seminary’s future. Society members believe in our mission and want to ensure that future generations of church leaders receive the benefits of PLTS education. Members have the confidence of knowing that PLTS will honor their gift, invest it wisely, and use it to support the long-term work of the seminary.
To join the PLTS Remember the Future Society, contact the PLTS Office of Seminary Relations at (510) 559-2735, (800) 235-7587, or seminaryrelations@plts.edu.
By including PLTS as a beneficiary in your will, living trust or retirement plan,
you can ensure that your support for future leaders of the church will continue in
perpetuity. Not only do you help make our vision come true, you can shield a significant
portion of your estate from estate taxes, and in some cases, receive an immediate
tax deduction (please see your tax advisor).
To designate your gifts to support PLTS through your will, bequest, or other state plan, use official bequest language. For example: “I, (name), of (city, state, ZIP) give, devise and bequeath to PLTS, located at 2000 Center Street, Suite 200, Berkeley, CA 94704 (written amount or percentage of the estate or description of property) for its unrestricted use and purpose (or specific purpose).”
We hope you’ll tell us when you have named PLTS in your will. We would like to thank you for your generosity and to include you in our Remember the Future Society.
Life insurance is a tool that can provide liquidity for paying taxes and other expenses
at death, but it can also connect with your charitable giving. If you have a life
insurance policy you no longer need, consider contributing it to PLTS. Purchasing
a new policy and naming PLTS as a beneficiary is another possibility. Naming PLTS
as the beneficiary can provide you satisfaction that you are supporting the future
of the church.
We hope you’ll tell us when you have named PLTS as a beneficiary in your life insurance policy. We would like to thank you for your generosity and to include you in our Remember the Future Society.
A charitable annuity allows you to transfer money or property to a selected charity in exchange for a
fixed income for your and/or a survivor’s lifetime.
A trust is an arrangement whereby money or property is owned and managed by one person (or persons, or organizations) for the benefit of another. Trusts are created by writing up a formal trust document that establishes that your property (of any kind) will be used for charitable intents and purposes. Charitable trusts can be designed to fit your own special needs. Choosing a charitable trust is like shopping for a new car—the right one depends upon your personal needs. There are many kinds of charitable trusts: Charitable Remainder Trust; Charitable Lead Trust; Charitable Annuity Trust, etc. Whatever type you choose, PLTS can be named as beneficiary of your trust.
Please let us know when you have named PLTS as a beneficiary in your Charitable Annuity/Trust. We would like to thank you for your generosity and to include you in our Remember the Future Society.