Planned Giving

Include Natchez Children’s Services in your financial planning to make a lasting impact while meeting your own financial needs, even in a time of economic uncertainty.

Transfers completed after your death

For almost two centuries, bequests to Natchez Children’s Services have sustained its important mission. Bequests can be a gift of a specific asset, a dollar amount, or a percentage of your estate. When estate taxes apply, bequests can result in significant savings.

You can name Natchez Children’s Services as the beneficiary of a life insurance policy, a Payable on Death account, or retirement plan assets.

You can make a tax deductible gift of your home and remain living in it for your lifetime.

You may transfer assets (cash, stocks, or other property) to Natchez Children’s Services and still receive income from those gifts. Such gifts are often made through a "unitrust" or "annuity trust" arrangement.

Other types of giving with tax implications:

Contact your tax advisor or Natchez Children's Services to inquire about other gift opportunities that can provide tax benefits to you while assisting NCS.

Stock
Giving stocks that have appreciated in value allows you to save by avoiding capital gains tax on the increase in value of your stocks and gives you a tax deduction for the full market value of the stocks.

Gifts of Real Estate
If property has increased in value since you purchased it, you can avoid significant capital gains tax and realize a charitable deduction for the full market value of the real estate.

Gifts of Life Insurance
If you have a life insurance policy that is no longer needed, you can donate it to the Natchez Children's Services. With NC named as the beneficiary of the policy, you could receive a charitable deduction. If you continue to make premium payments after the policy has been donated, those premiums payments will be tax deductible each year.

Charitable Remainder Trust
This powerful, flexible estate planning tool allows charitably-inclined individuals to achieve their financial and charitable objectives, including avoiding capital gains tax on the sale of appreciated assets, receiving current income tax deductions, reducing or eliminating estate taxes, increasing current income and the value of assets passed on to heirs, and establishing a charitable legacy.