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Changing Lives with Legacy Accepts Donations and
Planned Gifts
Help fund unmet scholarship need for students in the Diocese of Phoenix Catholic Schools
Give beyond your tax credit with a donation or planned gift
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Gift Planning
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Planned Giving
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Create Your Plan
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Planned Gifts Calculator
> Gift and Sale
Part Gift and Part Sale
Gift Type
Gift Type
Gift Appreciated Asset
Gift/Sale of Asset
Donor
*
Enter the name of the donor. You may use such titles as Mr., Mrs., Dr., Rev., Jr., Sr., etc. The donor is the owner of the asset contributed and will receive the tax deduction and capital gains bypass benefits, if applicable.
Income Tax Rate
Income Tax Rate
10%
22%
24%
32%
35%
37%
Select the current federal income tax rate of the donor. This will be used to project possible income tax savings. If you are not certain about the correct rate, you may choose one of the middle rates. For many people, this will be close to the actual income tax rate.
Value of Property $
*
Enter the amount of cash or the fair market value (FMV) of the asset(s) used to fund the CGA. For assets such as real estate, closely held stock and other hard-to-value assets, the FMV would be the appraised value of the property on the date of the gift.
Cost Basis $
*
Enter the cost basis of the asset being used to fund the trust or annuity. If the asset is cash, the cost basis is equal to the gift amount. If it is appreciated property, the cost basis will most likely be the amount you originally paid for the property. The cost basis is used to determine the capital gains tax which will be bypassed as a result of selling the asset. If the cost basis is not known or cannot be proven, the IRS assumes the cost basis to be $0. If cash funds the gift annuity, enter the same value as "Value of Property."
Cash $
*
Enter the amount of cash you wish to receive from the sale of the asset(s) that will be used to fund the trust. This amount of cash will not go into the trust.
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Donor Advised Fund
You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.
Gifts of Stocks and Bonds
Donating appreciated securities, including stocks or bonds, is an easy and tax-effective way for you to make a gift to our organization.
Gifts of Cash
A gift of cash is an easy way to make a gift. To learn more,
click here.
To make a gift now, simply
click here.
Gifts from a Donor Advised Fund
You fund a DAF and make charitable gift recommendations during your lifetime. When you pass away, your children can carry on your legacy of giving.