Planned Giving Chart
This chart summarizes the benefits of some of the main types of planned charitable gifts available to you that can be used to help support Lake Junaluska.
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What is it?
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What are the tax benefits?
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What are some other benefits?
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Bequest in Will
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A gift you make by naming Lake Junaluska in your will.
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Reduces the size of taxable estate.
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Gives you flexibility in providing for most important needs
first.
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Charitable Gift Annuity
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A contract in which Lake Junaluska agrees to pay you back a
percentage of your gift annually for your lifetime.
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Immediate income tax deduction for part of gift’s value, capital
gains spread out over life expectancy.
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Gives you and/or another beneficiary a set income for life.
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Life Insurance Gift
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A gift of an old or new policy with Lake Junaluska named as
beneficiary and owner.
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Immediate income tax deduction for gift’s value, plus possible
tax estate savings.
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Provides a way to make a significant gift with little
expenditure.
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Charitable Trusts
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Trust that pay a set or variable income to you or those you name
before Lake Junaluska receives a remainder.
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Income tax savings from deduction, no capital gains tax,
possible estate tax savings.
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Provides guaranteed or annual income that could increase if
trust value increases.
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Life Estate Contract
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Contract which turns ownership of your primary residence over to
Lake Junaluska while you remain living there.
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Immediate income tax deduction for charitable value of gift,
plus no capital gains taxes.
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Can allow you to live in your home and still receive charitable
deductions.
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For more information, contact:
Office of Development Lake Junaluska Assembly, Inc.
PO Box 67• Lake Junaluska, NC
28745
828-454-6680 • developmentoffice@lakejunaluska.com