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Planned Giving Newsletter

September 2019

If you are one who has been touched by Hindu thought and culture, you may wish to further enrich your life by giving back to Sanatana Dharma in countries around the globe and helping preserve its rich heritage for future generations. Hindu Heritage Endowment (HHE) provides such an opportunity.


The Himalayan Academy Book Distribution Fund, fund #60, helps provide for free distribution of books published by Himalayan Academy Publications

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4 Ways to Help This Year

Make a Difference With These Tax-Smart Gifts

post it notess Start planning now for how you want to make an impact this year. There are many ways to give to Hindu Heritage Endowment, several of which offer attractive benefits for you while supporting our important work.

Here are four popular ways to help this year:

Give cash. Cash is the simplest way to give to support our current needs. To document a cash gift of any amount, you must have a dated receipt from us so make certain you receive one. A canceled check is only sufficient for gifts less than $250.

Give appreciated stock. When you give appreciated stock, we’ll sell it and you’ll eliminate all the capital gains tax you would have paid had you sold it. Your gift will be deductible at the day of delivery’s full fair market value (assuming you have held it for more than one year).

Donate an insurance policy. A gift of a life insurance policy you no longer need makes a perfect year-end gift. To qualify as a deductible gift, Hindu Heritage Endowment must become the policy owner. For most types of insurance policies, your tax deduction is usually the cost basis or the fair market value of the policy, whichever is less.

Make a gift from your IRA. If you are 70½ or older, you can transfer any amount up to $100,000 annually directly from your IRA. The transfer doesn’t generate taxable income or a tax deduction, so you benefit even if you do not itemize your tax deductions.

Contact us for helpful tips about getting the most from your gift this year.

© 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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