planned giving

Your guide to planned giving

We are proud to partner with National Christian Foundation Wisconsin to help you give in tax-smart ways. Please contact them at 262-796-9910 or www.ncfgiving.com/wisconsin to explore any of these unique charitable giving opportunities.

Gifts at death

These gifts ensure future generations will benefit from your generosity and legacy.

Bequests: You can designate a specific dollar amount or a percentage of your estate to Zeteo Community in your will or trust.

If you make annual gifts and wish to continue support after your lifetime, you can arrange an endowed gift through a Donor-Advised Fund or your trust.

Life Insurance and/or other Retirement Assets: You can name Zeteo Community as the beneficiary of a life insurance policy or retirement account (i.e. IRA, 401k, etc.).

Benefits of gifts at death:

Distribute your assets according to your wishes
Save on estate taxes with proper planning

Please contact us if you plan to include us in your estate and/or as a beneficiary so we may thank you for your forever gift of Christian love.

Bequest information:
Zeteo Community, 6033 Monona Dr. Suite 202, Monona, WI 53716

EIN 81-3817436

Why a planned income?

Planned, or deferred, gifts provide creative and flexible strategies for your estate and charitable planning. Some planned gifts provide income, and many of them reduce your taxes. The greatest benefit, however, lies in knowing you are supporting the mission and ministry of Zeteo Community as a reflection of your Christian faith and out of gratitude for God’s many blessings.

Gifts that pay income

With careful planning, you can provide yourself or someone else annual income while providing meaningful support to Zeteo Community.

Charitable Gift Annuity: In exchange for a gift of cash, stocks or other assets, by contract, you or a loved one receives fixed income at an attractive rate of return. A portion of the gift will benefit Zeteo Community.

Charitable Remainder Trust: You contribute assets to an irrevocable trust. These assets are invested by you, and you or a loved one receive income from the trust. The remaining assets benefit Zeteo Community.

Benefits of income producing gifts:

Receive income payments
Obtain a charitable deduction for a portion of the value of the gift
Save on capital gains taxes when you contribute appreciated securities
Convert low- or non-income assets into a gift with an attractive income stream

Gifts during lifetime

You can maximize Kingdom impact, save taxes, and experience the joy of generosity.

Outright: In addition to cash, you can make an outright gift of real estate, a paid-up life insurance policy, or other property of value directly to Zeteo Community.

Stock: If you currently write checks to support Zeteo Community, but also have appreciated stocks or mutual funds, you can significantly reduce the cost of your charitable gift while giving more by gifting stock before the sale.

Charitable IRA Rollover: If you are over the age of 70½, you can make a tax-free distribution from your IRA directly to Zeteo Community

Donor-Advised Fund: Instead of writing checks directly to Zeteo Community, you can manage ALL of your charitable giving with a Donor-Advised Fund – which works like a charitable checking account. You give assets into the Fund (cash, stocks, real estate, etc.), receive an immediate income tax deduction, and then recommend grants to your church and Zeteo Community when timely. This is a great tool for windfalls, inheritances, and year-end business profits.

Benefits of Lifetime Gifts:

Receive an immediate tax deduction
Save on income, capital gain, gift, and/or estate taxes
Experience the joy of the gift being put to good use during your lifetime

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