The Seacrest Foundation and Planned Giving

Generously expressing your appreciation for all that Seacrest Village Retirement Communities does can have benefits beyond your personal satisfaction. Outstanding opportunities await all of us to save on taxes, enhance income or protect assets. The Seacrest Foundation has many years of experience in helping to structure planned gifts that fulfill charitable, financial and estate planning goals. For more information, please contact Robin Israel at risrael@seacrestvillage.org or
call (760) 632-0081. The following outlines some of the many options available however, please consult with your financial advisor to decide which may be best for you.

To view our First Annual Legacy of Promise Recognition Dinner Press Release, click here.

OBJECTIVE: 
Large Gift Over Time

Giving Vehicle: 

• Pledged Gift

Method:

• Make pledge and pay it over five years or less with cash, securities or personal property

Your Benefits:

• Quick, simple and flexible
• Income tax deduction
• Avoidance of capital gains tax

OBJECTIVE:
A Gift After Your Lifetime

Giving Vehicle:

• Bequest in will

Method:

• Name Seacrest in your will

Your Benefits:

• Estate tax exemption

OBJECTIVE: 
Retain Life Income From an Asset With Reduced Tax Cost

Giving Vehicle:

• Charitable gift annuity

Method:

• Enter into a plan with Seacrest, in which you and/or your spouse will be paid an annual fixed rate of income

Your Benefits:

• Current and future savings on income taxes
• Dependable fixed income for life

OBJECTIVE: 
A Large Gift With Relatively Low Cost

Giving Vehicle:

• Life Insurance

Method:

• Name Seacrest as beneficiary of an existing policy or fund a new policy with single pay or multi year pay options (up to 5 years) with Seacrest as owner and beneficiary

Your Benefits:

• Current and/or future income tax deduction
• Income tax deduction in year or years of policy payment

OBJECTIVE: 
Reduce Taxes on Retirement Assests

Giving Vehicle:

• Retirement Plan (IRA/401k, etc)

Method:

• Name Seacrest as a beneficiary of the remainder of assets after your lifetime

Your Benefits:

• Reduce income tax and avoid heavily taxed gifts to heirs

OBJECTIVE: 
Avoid Capital Gains Tax on the Sale of a Home or Other Real Estate

Giving Vehicle:

• Real estate

Method:

• Donate the property or sell it to Seacrest at a bargain price

Your Benefits:

• Immediate income tax deduction and avoidance of capital gains tax

OBJECTIVE: 
Stay in Your Home Without the Responsibilities of Ownership

Giving Vehicle:

• Retained life estate

Method:

• Designate the ownership of your home to Seacrest

Your Benefits:

• Income tax deduction
• Lifetime use of home

OBJECTIVE: 
Secure a Fixed or Increased Income

Giving Vehicle:

• Charitable remainder annuity trust

Method:

• Create a charitable trust that pays you a set income annually

Your Benefits:

• Immediate income tax deduction
• Fixed income for life

OBJECTIVE: 
Create A Long-Term Hedge Against Inflation

Giving Vehicle:

• Charitable remainder Unitrust

Method:

• Create a trust that pays a percentage of the trust’s assets, valued annually

Your Benefits:

• Immediate income tax deduction
• Annual income for life that has potential to increase

OBJECTIVE: 
Reduce Gift and Estate Taxes

Giving Vehicle:

• Charitable lead trust

Method:

• Create a trust that pays income to Seacrest then passes to donor’s heirs

Your Benefits:

• Keeps property in family
• Reduces size of taxable estate
• Often reduces gift taxes