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Planned Giving Newsletter

November 2017

Do you have questions about estate planning? Planned giving? Your will? Each month, we feature new articles and interactive features. We also share news about the charitable endowments under the umbrella of Hindu Heritage Endowment.


The Pallampulam-Saravani Murugamoorthi Thirukkovil Endowment, fund #83, is in Jaffna, Sri Lanka and provides funds for the maintenance, repair and improvement of the temple, including related supplies and labor; the maintenance and improvement of the grounds and gardens of the temple, including care of plants, ponds and other water features, paths, fencing and related supplies and labor; utilities; priest salaries and benefits; supplies for pujas and festivals; and temple educational programs and materials such as library books and other media.

Read more..."

Invest in Our Future

See Why Giving Securities Makes Sense

By design, investment portfolios fluctuate through the years. If you opt to sell any investments that are worth more than what you originally paid for them, you must pay capital gains tax.

Consider another option to boost your personal finances: Use those securities to create a bright future for Hindu Heritage Endowment. Take a look at the chart below to see how a direct gift of securities compares with making a cash gift or a gift of the proceeds from the sale of your stock.

Save More With a Gift of Securities

Give $10,000 Cash to Us Sell $10,000 in Appreciated Property and Give Cash to Us Give $10,000 in Appreciated Property Directly to Us
Fair market value of gift $10,000 $10,000 $10,000
Cost basis N/A $2,000 $2,000
Long-term capital gain N/A $8,000 $8,000
Long-term capital gains tax ($8,000 x 15%) N/A ($1,200) due to IRS $1,200 eliminated
Income tax savings ($10,000 x 33%) $3,300 $3,300 $3,300
Total tax savings $3,300 $2,100 $4,500
Net cost of gift $6,700 $7,900 $5,500

Get the Most Out of Giving

Contact us if you’d like to learn more about this type of gift. Together with your advisor, we can help you invest in our future and avoid market woes and tax consequences.

© The Stelter Company: The information in this publication is not intended as legal advice. For legal advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state law may impact your results.

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