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          • Planned Giving

Planned Giving: Tax-Smart Stewardship Gifts

Planned Giving:
Tax-Smart Stewardship Gifts

BEQUEST OF A LEGACY GIFT IN YOUR WILL

• A residual bequest specifies a percentage of the remainder of your estate will go to the NBCC after other legacies have been fulfilled.
• A specific bequest names the NBCC as recipient of a specific dollar amount, specific fraction of your estate, or a specific gift-in-kind, such as a collection of art, books, jewelry, etc.
• A contingent bequest names the NBCC as the contingent beneficiary in the event of the passing of the originally intended beneficiary.

GIFTS BY BENEFICIARY DESIGNATION

These gifts are easy to make. Simply contact the firm that holds your assets and complete a beneficiary form.
• Retirement fund gift by naming the NBCC as a direct beneficiary removes a highly taxable asset from your estate.
• Life insurance policy gift, either by donating ownership of the policy and receiving an income tax deduction for the fair market value, or retain the policy and name the NBCC as a beneficiary to provide a tax deduction to your estate.

SAVINGS BONDS, CDS, BANK ACCOUNTS, BROKERAGE ACCOUNTS

• If you have bonds that no longer earn interest, naming the NBCC as a beneficiary ensures that 100% of the bond value is used. If you redeem the bonds, you will pay tax on the appreciation and your heirs will only receive a fraction of the value.
• Naming the NBCC as the beneficiary of a certificate of deposit, a checking or savings bank account, or brokerage account is an easy way to create a legacy that will positively impact the Black Catholic community in the United States for years to come.

SAVINGS BONDS, CDS, BANK ACCOUNTS, BROKERAGE ACCOUNTS

• If you have bonds that no longer earn interest, naming the NBCC as a beneficiary ensures that 100% of the bond value is used. If you redeem the bonds, you will pay tax on the appreciation and your heirs will only receive a fraction of the value.
• Naming the NBCC as the beneficiary of a certificate of deposit, a checking or savings bank account, or brokerage account is an easy way to create a legacy that will positively impact the Black Catholic community in the United States for years to come.

DONOR-ADVISED FUND RESIDUALS

• Consider naming the NBCC as a successor of your account or a portion of your account. Contact the financial institution that manages your fund to find out how to help further the NBCC mission.

Fidelity Charitable
Northern Trust
Schwab Charitable
Social Good
Vanguard Charitable

‘Come, you who are blessed by my Father. Inherit the kingdom prepared for you from the foundation of the world. For I was hungry and you gave me food, I was thirsty and you gave me drink, a stranger and you welcomed me, naked and you clothed me, ill and you cared for me, in prison and you visited me.’
MATTHEW 25:34-36

A DONOR’S STORY

James and Renee treasure the financial help they’ve been able to give their children over the years, but wanted to include a planned gift for the National Black Catholic Congress. When the couple recently updated their will to leave stocks and real estate to their kids, they also left the NBCC a $75,000 IRA to be transferred following their lifetime. Because the NBCC is tax-exempt, all $75,000 will help support our mission.

If James and Renee had left the IRA to their children, approximately $18,000* would have gone to pay federal income taxes—leaving only $57,000 for their family’s use. James and Renee are happy knowing they are making the most of their hard-earned money thanks to their updated estate plan.

Explore Ways to Make Your Impact

GIFTS THAT IMPACT NOW
TAX-SMART STEWARDSHIP GIFTS
GIFTS THAT PAY YOU INCOME
GIFTS THAT REDUCE YOUR TAXES
GIFTS THAT IMPACT NOW
TAX-SMART STEWARDSHIP GIFTS
GIFTS THAT PAY YOU INCOME
GIFTS THAT REDUCE YOUR TAXES

Learn More

Would you like to receive more information from the NBCC about planned giving options? Please complete this information request form and a member of our Planned Giving Team will contact you soon.

The National Black Catholic Congress inc.

320 Cathedral St., Baltimore MD 21201
1.410.547.8496
nbcc@nbccongress.org

The National Black Catholic Congress Inc.
320 Cathedral St. Baltimore, MD 21201 | 410.547.8496
© 2023 All Rights Reserved

Designed by Fuzati
The National Black Catholic Congress Inc.
320 Cathedral St. Baltimore, MD 21201
410.547.8496
© 2023 All Rights Reserved

Designed by Fuzati

For more info, click here

Congress XIII

Gaylord National Resort & Convention Center