|
The Newport
Foundation - Planned Giving
Thank you for your interest in the John P. Newport
Foundation. Our hope is to serve you and your family with helpful
information. We sincerely appreciate your taking the time to explore
the benefits of gift planning.
Benefits for Family and the Newport
Foundation
There are several types of plans. Many of these
have wonderful benefits for the gift donors. By using one or more of
the plans described in planned giving programs such ours many people
enjoy increased income and generous tax savings. Please review the
types of gifts below.
Types of Gifts
You may choose to use a unitrust, annuity trust,
gift annuity or gift and sale. We would we happy to explain how
these would work for you and how they would help the Newport
Foundation at the same time.
Bequests
Over the years you may have accumulated some resources and plan to
be generous with family, but also with others including charitable
organizations like the Newport Foundation.
If you wish to consider leaving a bequest in
your will, we would be please to provide you with advice inany way
we can. If you have any questions, please contact us at
210-846-4192 or e-mail us at
larry@newportfoundation.com
Peace of mind
Over the years you may have purchased stock but are tired of
guessing the market. In the last few years, most stock has gone up
and down in value. You may be at a point where you want to have an
approach with a good fixed return and not worry about the stock
markets.
By using a gift annuity you could receive a
fixed payment from a good return on your stock plus a large income
tax deduction and maybe best of all, a peace of mind.
Tax free sale
You may be like others who purchased property earlier in life and
now wish to sell it for a higher price. It is possible to sell the
property without paying a large tax. In fact, you can sell the
property and have three very nice benefits. The benefits are:
Bypass capital gain. Increase income. Charitable deduction.
The tax-free sale is made possible by what is
called a unitrust. With a unitrust, you can save significant
capital gains tax and income taxes. By using the unitrust, you can
also increase your income while at the same time helping the
Newport Foundation carry out our mission.
Certificate of Deposit Sale
Like many people, you may have a certificate of deposit (CD); and,
like so many people you may have seen a significant decline on
your return on your CDs. One of the reasons you chose a CD was
because you wanted a secure return on our investment.
A good way to have a good and secure return on
your investment is to set up what is called a gift annuity. A gift
annuity would pay a better return than CDs and there would be a
good tax deduction and part of the income would be tax-free.
By letting the Newport Foundation use your CD to
set up a gift annuity, you will be able to have a good tax savings
and increase your annual income.
Fixed payments to you from the gift annuity
would be more than what you would receive from your one-year
certificate of deposit.
Please Contact Us
If you wish to discuss one of the approaches
listed above or some other way of supporting the activities of the
Newport Foundation, please contact our Chairman, Dr. Larry Williams.
He will be happy to help you in a confidential manner.
Dr. Larry Williams,
Chairman of the Board
3101 North Fitzhugh, Suite #500
Dallas, TX
ldwill@flash.net
|
