We are grateful to those donors who have made a commitment to the future of Hoboken’s waterfront by including FBW in their estate plans. There are a variety of creative ways to achieve both your personal and charitable goals, while supporting a continued legacy of sound planning. Listed below are some deferred giving options you might consider discussing with your attorney or tax advisors:*
- Bequest Provisions – bequests are the simplest planned giving vehicle, and can be for a specific amount, a percentage, residual, or contingent. They may take the form of cash, appreciated securities or other assets.
- Charitable Remainder Trust or Charitable Lead Trust – trusts can be established to meet charitable goals and at the same time protect assets, confer tax benefits, provide for loved ones or even offer income to the donor.
- Life Insurance or Retirement Asset Designations – charitable organizations can be named as beneficiaries of insurance policies or tax-deferred retirement plan assets, which may have tax advantages
- Real Estate, Gifts In-Kind or other Personal Property
*this information is not intended to take the place of legal advice. Please consult with your financial, tax or
legal advisors to discuss the options available to you.