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Planned Giving Newsletter

February 2020

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.

Admin Fund

The purpose of the Hindu Literature Fund, fund #58, is to freely distribute and give away pamphlets and booklets created by Himalayan Academy, including those printed in Hinduism Today

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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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