Passing Your Mantle - Elijah House Academyelijahhouseacademy.org/.../2010/...Brochure-060215.pdf ·...

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becoming LEARNERS becoming LEADERS becoming FAithFuL Elijah House Academy Attn. Jesse Kell, head of School 6627 B Jahnke Road Richmond, VA 23225 PLAcE StAmP hERE Learn More thank you for exploring ways to pass your mantel of influence through a planned gift to Elijah house Academy. these examples are hypothetical, designed to help you understand how planned giving can be formatted. Please seek counsel from your/EhA’s professional tax advisor. to further explore charitable giving options, please call Elizabeth Kell (804) 755-7051 or tom Roberts, Esq. (804) 783-2000. Elijah House Academy Jesse Kell, head of School 6627 B Jahnke Road Richmond, VA 23225 (804) 755-7051 ext. 222 elijahhouseacademy.com An Invitation to Perpetuate a Joyful Transformation with The Buzz and Janet Kell Legacy Society at Passing Your Mantle of Influence through a Planned Gift Gifts through The Society greatly benefit Elijah house Academy and the donor. they optimize state and federal taxes, increase the effectiveness of your giving, and create an unparalleled sense of gratification for the giver. Plus, there are many options in planned giving. We want to honor you as a charter member of the Buzz and Janet Kell Legacy Society, acknowledge the foresight you show, and thank you for your compassion for those parents who desire a better life for their children.

Transcript of Passing Your Mantle - Elijah House Academyelijahhouseacademy.org/.../2010/...Brochure-060215.pdf ·...

Page 1: Passing Your Mantle - Elijah House Academyelijahhouseacademy.org/.../2010/...Brochure-060215.pdf · a full or partial estate-tax charitable deduction. • retirement-Plan Benefits

becoming LEARNERSbecoming LEADERS

becoming FAithFuL

Elijah H

ouse A

cademy

Attn. Jesse Kell, head of School

6627 B Jahnke Road

Richmond, VA 23225

PL

Ac

E S

tA

mP

hE

RE

Learn More thank you for exploring ways to pass your mantel of influence through a planned gift to Elijah house Academy.

these examples are hypothetical, designed to help you understand how planned giving can be formatted. Please seek counsel from your/EhA’s professional tax advisor.

to further explore charitable giving options, please call Elizabeth Kell (804) 755-7051 or tom Roberts, Esq. (804) 783-2000.

Elijah House Academy Jesse Kell, head of School

6627 B Jahnke Road Richmond, VA 23225

(804) 755-7051 ext. 222elijahhouseacademy.com

An Invitation to Perpetuate a

Joyful Transformation

with The Buzz and

Janet Kell Legacy Society

at

Passing Your Mantle of Influence through a Planned Gift Gifts through The Society greatly benefit Elijah house Academy and the donor. they optimize state and federal taxes, increase the effectiveness of your giving, and create an unparalleled sense of gratification for the giver. Plus, there are many options in planned giving. We want to honor you as a charter member of the Buzz and Janet Kell Legacy Society, acknowledge the foresight you show, and thank you for your compassion for those parents who desire a better life for their children.

Page 2: Passing Your Mantle - Elijah House Academyelijahhouseacademy.org/.../2010/...Brochure-060215.pdf · a full or partial estate-tax charitable deduction. • retirement-Plan Benefits

For 27 years and counting God has blessed us with an eternal opportunity – to partner with His work at EHA.

We can never say “Thank you” enough. Because of you, God is regenerating lives forever at EHA. You are:

cHAnGInG HEArTS

– by turning them towards Father God.

MoLdInG MIndS

– by overcoming the educational obstacles of poverty,

And TrAnSForMInG BodIES

– by imparting the truth that we are made in his image.

What most excites you about EHA’s future?

As a charter Member of The Buzz and Janet Kell Legacy Society your cash or planned gift can: • Satisfy your philanthropic objectives,

maximizing your ability to give with no cost to you now

• Receive a charitable deduction

• take advantage of the Neighborhood Assistance Program tax credits through the Department of Education

• Lower your income taxes and estate taxes

• Avoid or delay capital-gain taxes

• Perpetuate your income for life

There are many ways to join The Society: cASH or SEcurITIES GIFTS

• cash – this is the easiest and most popular gift. NAP credits and charitable deductions allow your net cost to be much less than the cash gift.

• Securities and real Estate – Appreciated property such as real estate or securities can provide even better tax benefits to the donor. Restrictions could apply.

LIFE-IncoME GIFTS

These gifts could combine an income stream to both the donor and to EHA:

• charitable Gift Annuities – Annuities are stable, guarantee funds to the donor and EhA, and perpetuate generosity.

• charitable remainder Trusts – Funding your trust (through cash, stocks/bonds, or real estate) stimulates an immediate tax deduction and allows the donor to provide for both EhA and family.

dEFErrEd GIFTS

• Wills or bequests – Gifts through a will (or living trust) could increase your giving to EhA, beyond what you are able to give during your lifetime. Bequests can take different forms, including a specific bequest (EhA receives assets), general bequest (EhA receives a dollar amount), and residual bequest (EhA receives all or what remains after other commitments have been satisfied).

• Life Insurance – if EhA is the primary or partial beneficiary, your estate receives a full or partial estate-tax charitable deduction.

• retirement-Plan Benefits – EhA can become the beneficiary of certain retirement plans, avoiding taxation.

Perpetuating a Joyful Transformation...You have been a vital supporter of God’s work at EhA. to further explore giving options, please call Elizabeth Kell (804) 755-7051 or tom Roberts, Esq. (804) 783-2000.

Name

Address

city, State, Zip

Phone

E-mail

i/We have already remembered EhA in our estate planning. i join the Society!

i/We are undecided about remembering EhA in our planned giving. Please mail me more information.

Please mail me more information.