Before proceeding with your planned gift, take some time to go shopping at our teacher-initiated wish list, or read about the many inspirational programs already in place that you can support. We welcome your input and opinions in how the educational needs and resources of teachers and students in the Cache County School District can be better met.
For a detailed listing of donor options and the accompanying benefits, please review the chart below.
| Your Goals | Your Strategy | Your Benefits |
|---|---|---|
| Consult your trained tax advisor to realize your individual tax benefits | Consult your trained tax advisor to realize your individual tax benefits | Consult your trained tax advisor to realize your individual tax benefits |
| Maximize your deduction; minimize the gift details | Use cash to make your gift to the Cache Education Foundation | Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on the Cache Education Foundation |
| Afford a larger gift to the Cache Education Foundation – and avoid capital gains liability | Give appreciated stock or bonds held over one year | Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax |
| Make a gift for the Cache Education Foundation ‘s future that doesn’t affect your cash flow or portfolio now | Put a bequest in your will (cash, specific property, or a share of the estate residue) | Today – a gift that costs you and your family nothing. Tomorrow – an estate tax deduction |
| Retain income benefits from the assets you give to the Cache Education Foundation – thus afford a larger gift | Make a contribution to our pooled income fund. Create a charitable gift annuity or a charitable remainder annuity trust | Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
| Reduce high tax liability now; gain additional income later | Establish a deferred gift annuity | A large deduction and a higher income rate than other life-income gifts offer |
| Tap one of the most valuable assets in your portfolio to make a gift to the Cache Education Foundation | Use real estate to make your gift to the Cache Education Foundation | Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn’t affect your lifestyle |
| Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren | Create a charitable lead trust which supports programs at the Cache Education Foundation for a fixed, finite period with the principal going to your heirs. | Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family |
| Avoid capital gains liability on the transfer of a business or partnership interest | Contribute the partnership interest or closely-held stock to the Cache Education Foundation | Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked |
| Locate an overlooked asset that you can easily give to the Cache Education Foundation | Name the Cache Education Foundation as beneficiary of your retirement plan; leave other assets to family | Eliminate income tax on retirement plan assets; free up other property to pass to your heirs |
| Make an endowment gift from income rather than capital | Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need | Increase your ability to make a significant gift to the Cache Education Foundation. |
Consult your trained tax adviser to realize your individual tax benefits.
Dear Cache Education Foundation,
Thank you so much for our new calculators. They will be put to good use and we appreciate it so much!
Nan Koebbe & Students
Sky View High School
Sky View High School