Estate planning reflects a wise stewardship of the resources entrusted to you by God. There are several ways to donate to Worldview Resource Group that provide significant tax savings to the donor and, in some cases, continued income.

Consider the following options:

Benefits from IRAs and Pensions - Your estate can save both income taxes and estate taxes if you make Worldview Resource Group the death beneficiary of your individual retirement account (IRA), pension, 401(k) or other retirement saving plan.

Charitable Gift Annuities (CGA) - A gift annuity is an agreement between you and Worldview Resource Group. In exchange for your irrevocable gift, Worldview Resource Group pays a fixed dollar amount during your life and/or the life of a designated loved one. The amount you receive is determined by the size of your gift, your age and the age of your beneficiary. Your income is guaranteed, regardless of market fluctuation. A major portion of your income is a tax-exempt return of principal. The income may be deferred until a later time as part of your retirement plan.

Charitable Lead Trust (CLT) - A trust that provides an immediate income stream to Worldview Resource Group, and ultimately pays any of the trusts remaining assets to a named beneficiary (usually the donor's heirs). Typically, the donor pays a discounted gift tax at the time assets are transferred to the charitable lead trust (CLT). In exchange, trust beneficiaries ultimately receive trust assets free of estate taxation.

Charitable Remainder Annuity Trust (CRAT) - A type of charitable remainder trust that pays the trust's grantor a fixed, consistent income stream for his or her life or a term of years, and donates the remaining assets to Worldview Resource Group after the grantor's death. The assets placed in the trust are immediately tax-deductible. They pass on to Worldview Resource Group, a tax-exempt beneficiary, without further tax consequences. However, income taxes are typically incurred on income received from the trust.

Charitable Remainder Trust (CRT) - A trust that allows you to leave assets to Worldview Resource Group and receive income and tax benefits at the same time. You can receive income from the trust for a specified period of time, after which all remaining assets are transferred to Worldview Resource Group.

Charitable Remainder Unit Trust (CRUT) - A type of charitable remainder trust that pays the trust's grantor a predetermined percentage of the trust's total assets each year, and donates the remaining assets to Worldview Resource Group after the grantor's death. The assets placed in the trust are immediately tax-deductible. They pass on to a tax-exempt beneficiary without further tax consequences. However, income taxes are typically incurred on income received from the trust.

Life Insurance - Contributions of life insurance can provide a substantial gift to Worldview Resource Group. The value of an ordinary policy at the time of the gift is tax deductible. If you continue paying the premiums, they also are deductible as charitable contributions. If a paid-up policy is given, the cost of purchasing a new paid-up policy at your current age is the value of the charitable deduction.

Real Property - Gifts of appreciated real property such as undeveloped land, farms or personal residences may be transferred by deed with no liability for income or estate taxes on the appreciation.

Special Note: It is important to notify Worldview Resource Group when you have completed your request to your broker or financial institution. Please send a copy of your letter of authorization to Bob Strauss, President and CEO of Worldview Resource Group.

Address: Worldview Resource Group
Estate Donation
P.O. Box 63299
Colorado Springs, CO 80962-3299

You can also use our contact form and select Donations.