Planned Giving

What are Planned Gifts?

Planned gifts are a variety of charitable giving methods that allow you to

express your personal

values by

integrating your charitable, family and financial

goals.

Making a planned charitable gift usually requires the assistance of a

knowledgeable advisor such

as an

attorney, financial planner, or CPA to help

structure the gift.

Planned gifts can be made with cash, but many planned gifts are made by

donating assets such

as stocks, real

estate, art pieces, life insurance,

annuities, or business interests—the possibilities

are endless.

Planned gifts can provide valuable tax benefits and/or lifetime income for you

and your spouse or

other loved

ones. The most frequently-made planned gifts

are bequests to charities, made

through your will. Other popular

planned gifts

include charitable trusts and charitable gift

annuities.

Why Should I Make a Planned Gift?

Many people want to make charitable gifts but need to do so in a way that helps meet their other personal,
family, or financial needs. Planned gifts give you options for making your charitable gifts in ways that may allow
you to:
Make a larger charitable gift than you thought possible
Increase your current income
Plan for the financial needs of a spouse or loved one
Provide inheritances for your heirs at a reduced tax cost
Reduce your income tax and/or avoid capital gains tax
Diversify your investment portfolio
Receive income from your personal residence or farm
Plan for the transfer of your business
Leave a charitable legacy for future generations

More information about planned gifts can be viewed on the National Committee

on Planned

Giving web site at

www.ncpg.org

Common Misconceptions about Planned Giving

Only the very wealthy can establish planned gifts.

No, there are many ways for families with moderate incomes to leave a legacy for tomorrow without
sacrificing their livelihood today.

Planned giving is for retirees--not for young, working families like us.

This is not true. With proper planning and financial advising, ordinary families can establish a lasting
legacy.

Wouldn’t I need to be invested in securities or the stock and bond market to donate?

No, there are many ways to donate. The Arc can connect you with an estate planner to help you
determine the best option for you.

For more information about The Austin School for the Performing and Visual Arts and planned gifts, contact Carol de
Cardenas, Executive Director, at cdecardenas@theaustinschool.org or (512) 773-3398.

Planned Giving

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The Austin School for the Performing and Visual Arts (ASPVA) admits students of any race,
color, national and ethnic origin to all the rights, privileges, programs, and activities generally
accorded or made available to students at the school. It does not discriminate on the basis of
race, color, national and ethnic origin in administration of its educational policies, admissions
policies, scholarship and loan programs, and athletic and other school-administered programs.