ESTATE PLANNING

For more information about estate planning, annuities and other planned giving, call Scott Shubert CFP, at 949-230-1416 or contact Thomas House Treasurer Darin Simonian at Darin@NewportAdvisory.com

Learn how a donation may fit into your financial, tax, or estate goals.

With a planned gift, you can combine your desire to give to charity within your overall financial, tax, and estate planning goals. Your planned gift gives you a special connection to Thomas House. You will help those touched by homelessness — for now and for years to come.

Bequest: Give to Thomas House without affecting your cashflow during your lifetime.

Charitable Bargain Sale: This part-gift/part-sale gives you a charitable deduction plus cash to use elsewhere.

Charitable Gift Annuity – Immediate: Receive a fixed payout and significant tax benefits.

Charitable Gift Annuity – Deferred: Recommended for younger donors to build retirement earnings for the future.

Charitable Lead Trust: Discover an innovative way to pass appreciating assets on to family members while making gifts in the interim.

Remainder Annuity Trust: Make a large gift and receive a fixed-income payout each year.

Remainder Unitrust: Make a large gift and create a flexible source of retirement income.

Retained Life Estate: Receive a large deduction by donating a residence while retaining the right to live there for life.

Testamentary Life Income Gifts: One gift in your estate can benefit both your family and Thomas House.

Appreciated Securities: The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Business Interests: Give Thomas House an interest in a closely-held or family business.

Cash

Retirement Plans: The balance of your retirement plan may be worth more when donated to Thomas House than to your heirs. Maximize your charitable deduction and deliver immediate benefits to Thomas House.

Life Insurance

New Policy: You can fund a future gift for Thomas House from your income instead of from capital.

Paid-Up Policy: Give Thomas House a policy you no longer need.

Gift Replacement: Create a life-income gift for yourself; use insurance proceeds to restore the value of your gift to benefit your heirs.

Partnership Interests: Support Thomas House by transferring an interest in a real estate or oil-and-gas partnership.

Personal Property: Donate books, artwork, or equipment and secure an income tax deduction.

Real Estate: Make a substantial gift to Thomas House through a transfer of residential, commercial, or undeveloped real estate.

For more information, please call Scott Shubert, CFP at 1-949-230-1416 or Thomas House Treasurer Darin Simonian at Darin@NewportAdvisory.com so we can assist you through your planned giving questions.

Employer Gift Match: Many companies offer matching gift programs to encourage employees to contribute to charitable organizations. Some provide matching funds to support employee volunteer hours. Most of these programs match contributions dollar for dollar, and some will even double or triple the amount of your gift.

If your employer requires an Employer Identification Number (EIN) (i.e. Federal Tax Identification Number), please use 33-0204757

Or, you may mail your completed matching gift form to: Thomas House Temporary Shelter, P.O. Box 2737, Garden Grove, CA 92843

Your personal gift and matched contribution will be credited to the program or event location that you designated. If you have questions about matching program, please call Natalie Julien, Executive Director at 714-554-0357 ext. 107

Donate a car, boat, truck, RV, aircraft, yacht, snowmobile, Jet Ski, motorcycle, heavy construction equipment, or other property to Thomas House Family Shelter. It is fast, easy and hassle free! Action Donation Services services some of Americas finest charity chapters such as Special Olympics, Ronald McDonald Houses, and more — and there is absolutely no charge for pickup of accepted vehicles. If you’ve ever had the thought, “Maybe I should donate my car or used boat?” — You can quickly receive a free evaluation to make sure your potential car donation will be profitable for your selected charity:

Call the toll free number now! (866) 244-8464 Courteous operators who are on duty 7 days a week  OR Complete the On-Line Car Donation Evaluation Form. It only takes a few minutes!