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Give Smart

Gifts with Benefits*

Bequests are flexible and allow you to use and control your property and assets during your lifetime but are not subject to federal estate tax when you pass away.

Gift annuities pay you fixed payments for life. Plus, a portion of each payment may be tax free, and you will receive a federal income tax deduction.

Charitable Remainder Trusts bypass capital gains tax, pay you a percentage of the value, and offers a current federal income tax deduction.

Life Estate Reserved preserves lifetime use and control of your home or farm and provides current tax benefits.

Retirement Assets offer a few options with benefits. By designating BST as beneficiary, you can save your heirs income and potentially estate taxes. If you are required to take a minimum annual distribution from your IRA, you can make a gift from your IRA directly to BST and avoid taxes.

Bargain Sales offer the benefits of cash payment or debt relief combined with avoidance of capital gains tax on the part of the property that is a gift. Plus, you receive a federal income tax deduction for the part of the property given to BST.

*This information is not intended as legal or financial advice. Please seek the advice of your attorney or financial planner.

To arrange one of these “Gifts with Benefits,” please call BST to speak with
Angie Barker Jackson, Vice President of Institutional Advancement
510.841.1905 ext. 239