Include Bosma in Your Estate Plans

Transformational Gifts Last a Lifetime and Beyond

Bosma Planned Giving

What is the secret to making a gift that will provide the greatest meaning to you and to Bosma Enterprises? The answer lies in careful planning and good organization. The best plans are created by first, deciding what your goals are and second, determining how to accomplish your goals. Well-executed gift plans create opportunities for both Bosma and our donors. Determining what gift is right for you is just as important as making the gift. There are many options from which you can choose. The correct plan for you balances what you wish to accomplish for yourself, your family, and your charitable interests in your overall estate and financial plans.

1. Bequests: One way to make a planned gift to Bosma is to include us in your will or name Bosma as a beneficiary of a revocable trust, retirement plan, or life insurance policy.
2. Gifts of Stock: A gift of stock may be more tax-wise than a cash gift. As stocks grow in value, they may appreciate substantially beyond the original investment. When the stocks are sold, any growth above the original cost is considered a capital gain and is subject to federal capital gains tax of up to 15 percent (some states have a capital gains tax as well). By giving Bosma appreciated securities (that have been held at least a year and a day), you can avoid the capital gains tax and receive an income tax deduction for the fair market value of the stock at the time of the gift.
3. Charitable Gift Annuities: A charitable gift annuity is a way to make a gift to Bosma, and still receive an income for yourself or others. It is a contract under which Bosma, in return for a transfer of cash or other property, agrees to pay a fixed sum of money for a period measured by one or two lives.