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Planned Giving Opportunities

Charitable Gifts 

Giving for the benefit of others is a worthwhile way to meet personal and financial objectives. You can use your gift to pay tribute to family members or friends. There are many planned giving arrangements today that benefit both you and the organization that you support. Listed here are donation opportunities available through NCTM's Mathematics Education Trust (MET).

Cash Gift

This is the most popular, convenient and simple method of giving. Cash gifts are deductible up to 50% of your adjusted gross income, with up to a five-year carryover for any unused deductions.

Life Insurance Policy

Donate a life insurance policy that is no longer needed by family or loved ones and it can become a charitable deduction equal to the replacement cost.

Wills and Bequests

Leave a gift to MET in your will, the gift will reduce your estate tax base by the full amount of the bequest and in turn result in lower estate taxes.

Trusts

Can provide long-term benefits to MET, and depending on the type of trust, a partial or full amount will be deductible from your estate tax base. The donor pays no capital gains tax at the time the trust is established. This arrangement may result in significant probate expense savings and speed the process of estate settlement.

Securities

To deduct gifts of appreciated assets, you must have owned the assets for one year and a day. Stocks that qualify may be donated to MET and the fair market value can be deducted from your estate. Gifts of appreciated assets are deductible up to 30% of adjusted gross income in the year of the gift. The unused portion of the deduction can be carried forward for up to five subsequent tax years.

For More Information

Note: This document is designed to provide information about charitable gift opportunities. If legal advice or other expert assistance is required, the services of a competent professional should be sought.

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