See how your gift can make a difference.
Sadie Fisher - 2012 Hometown: Lehigh, Iowa Major: History
Ben Van Walbeek - 2012 Hometown: Bluegrass, Iowa Major: Business Administration: Finance and Marketing
Devlin Hogans - 2012 Hometown: Des Moines, Iowa Major: Broadcast
Gregory Charles, Jr. - 2012 Hometown: New Orleans, Louisiana Major: Business Administration: Management
Josh Moncivais - 2013 Hometown: Houston, Texas Major: History
Madison Gray - 2014 Hometown: Des Moines, Iowa Major: Elementary Education
Sammi Witten - 2014 Hometown: Owassa, Oklahoma Major: Political Studies
Trevor Jarid Wilson - 2014 Hometown: Churdan, Iowa Major: Biology, Pre-Medicine
Luke Logan - 2015 Hometown: Des Moines, Iowa Major: Pre-Engineering
Xavier Norman Bartee III - 2015 Hometown: Arlington, Texas Major: Graphic Design
Nikki Patrick - 2016 Hometown: Des Moines, Iowa Major: English
Cameron Knust - 2016 Hometown: Chariton, Iowa Major: Criminal Justice
The Best Time to Make This Gift The charitable midterm federal rate (the interest rate used in calculating the amount of the gift subject to tax) was the lowest it has ever been in November 2012. When the rates are low, it means a higher tax savings for funding a charitable lead trust. The best gift tax breaks, combined with assets that may be depressed in value temporarily, create the perfect opportunity to consider a lead trust. Quick Tip The charitable lead trust is especially attractive to Grand View University supporters when interest rates are low, because of the increased tax benefits. With the most common version of the lead trust, the tax savings is in the form of gift-estate taxes, not income taxes. So this strategy may be right for you if you're in a situation where your wealth would most likely be subject to estate taxes at your death. Creating a charitable lead trust can provide you with significant tax relief while providing us with financial support. Calculate how a charitable lead annuity trust or a charitable lead unitrust can benefit you. Your legal and tax advisors can help you determine whether a charitable lead trust is right for you. We're also happy to answer any questions you may have. Just contact Brian Patterson at 515-263-2829 or bpatterson@grandview.edu. Your Next StepsGetting Started | Helpful Definitions | Is This Gift Right for You? | Case Study | The Best Time to Make This Gift | How to Complete Your Gift | Action Items Copyright © The Stelter Company, All rights reserved. The information on this website is not intended as legal or tax advice. For legal or tax 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 apply to federal taxes only. State income/estate taxes or state law may impact your results.
Copyright © The Stelter Company, All rights reserved.
The information on this website is not intended as legal or tax advice. For legal or tax 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 apply to federal taxes only. State income/estate taxes or state law may impact your results.