The National Genealogical Society has a planned giving program. There are many ways that your philanthropic giving can blend with your own financial needs and tax planning. The program addresses such items as creating a current will, a living trust, life insurance retirement plan assets, real estate and stock.

Benefits of Planned Giving Include:

• Current income tax deduction
• Avoidance of long-term capital gains tax
• Increase in income and effective rate of return
• Reduction in estate and gift taxes

Here are a few charitable giving ideas that may help you and NGS at the same time. These tax saving plans also give you the opportunity to cultivate the future of genealogy:

• Outright Gift
  This is the giving of cash, stocks, a house, or other assets directly to NGS with no strings attached. This can be done through a will or while alive.
• Charitable Stock Bailout
  This is similar to an outright gift and involves the donation of closely held stock that has risen significantly in value. The donor receives an income tax deduction for donating the stock and avoids paying capital gains taxes.
• Charitable Gift Annuity
  You may donate cash or property to NGS, which in turn pays an annuity to you or a named survivor. This is a good strategy if you need income but still want to make a gift.
• Charitable Remainder Trust (CRT)
  Assets are put into a CRT and the trust pays out income to the donor or beneficiaries such as a spouse or children. The payout may be for a certain number of years (up to 20) or for the lifetime of the beneficiaries. Eventually, the remaining assets in the trust pass on to NGS. This works well if the donor needs current income but doesn’t want or need to leave the assets to a spouse or children. It also allows the trust to manage assets that a surviving spouse might not be capable of managing.
• Remainder Interest in a Farm or Personal Residence
  Property is deeded to NGS with the stipulation that the donor or the donor’s surviving spouse can live on the property until death.

Questions? Contact the NGS Membership Director, membership@ngsgenealogy.org

• Join NGS
• Member Renewal
• Individual Member Benefits
• Organizational Subscriptions
• Changing Your Address
• Planned Giving Program
• 2nd Century Endowment Fund