Planned Giving
Ways to Contribute
Charitable Gift Annutities
An agreement between you and the Intermezzo Foundation that provides you with regular fixed payments annually (an annuity) for life in exchange for transferring assets to the Foundation.
Bequests
A bequest is one of the simplest ways to support the Intermezzo Foundation's future by provideing a gift for the Foundation in your will.
Charitable Remainder Trusts
An agreement between you and a trustee that can provide fixed or variable income to meet your specific financial needs, at the termination of which the remaining assets are passed to the Foundation.
Retirement Assets, Life Insurance,
Real Estate
There are many ways to use these assets as a gift to the Foundation.
Contribute to Intermezzo Foundation's future by planning for a special kind of gift. Although cash contributions to the Foundation are always appreciated, there are other creative and flexible options that can benefit you and Intermezzo. You can help ensure the foundation's future by creating a trust while you are living or by including Intermezzo in your will.
Planned Giving Glossary
Many financial words and phrases appear in the Intermezzo Foundation's website about Planned Giving. These are some simple definitions to help you read the pages.
Use Our Planned Giving Calculator The calculator is designed to provide you with an illustration of the income and tax benefits to which you may be entitled if you establish a charitable gift annuity to benefit the Intermezzo Foundation. When using the calculator, please list charitable gift annuity when asked for "gift type."
Planned Giving Glossary
Many financial words and phrases appear in the Intermezzo Foundation's website about Planned Giving. Below are some simple definitions to help you read the pages.
Annuitant: One who receives annual fixed payments from an annuity
Annuity: A fixed sum payable annually
Appreciated securities: Stocks and/or bonds that have increased in value since they were acquired
Beneficiary: The person named to receive the income from, or remaining assets of, a trust
Bequest: A gift through one's will
Capital gains tax: The tax imposed upon profits realized from the sale of financial assets that have increased in value since they were acquired
Codicil: An addition to a will that either modifies it or revokes part of it
Gift tax: A tax imposed on someone who gives money or property to another person without compensation
Irrevocable gift: A gift that cannot be annulled, undone, or changed
Mutual fund: An investment company that invests the money of its shareholders in a diverse group of securities of other corporations
Present value: The value, in today's dollars, of assets to be received at some future time
Principal: The initial sum invested or borrowed, or the remainder of that sum after payments have been made
Real property: poperty; land, together with all the property on it that cannot be moved, together with any attached rights; often referred to as "real estate"
Retained life estate: The right to use property for life (usually a residence or a farm) after contributing the remainder interest to a charitable institution
Retirement accounts: Qualified plans like IRAs and 401(k) accounts that permit individuals to accumulate savings tax-free for retirement
Tangible personal property: Includes movable objects (e.g. china, books, cars, clothes, art, etc.) but does not include land, buildings, or other forms of real estate (real property—see above), or stocks, bonds, copyrights, cash, or other "intangible" personal property
Trust property: Property held in trust by one person (trustee) for the benefit of another (beneficiary)
Variable income: Payments received on a regular basis that are subject to change, not fixed
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