Brochure and Newsletter Library

These brochures are free for you to download and print.  To view them you will need Adobe Acrobat.

Legacy
Tax wise gift planning ideas for alumni and friends of Berry.
Legacy, Spring 2007
Legacy, Summer 2006

Will
What is it about the preparation of one’s personal wishes – what the Last Will and Testament really is – that Americans avoid in such resounding numbers? These two brochures examine a few possible reasons and then take a brief look at how easily a valid will can be created. 
Voice of a Legacy & Will Your Will Be Known.


A Guide to Planning Your Will and Trust
A Guide to Planning Your Will and Trust is designed to encourage you to think about how you want your assets to be distributed at death and assist you in gathering the information your attorney will need to prepare a will and trust that accomplish your goals.
A Guide to Planning Your Will and Trust


Charitable Remainder Trust
A charitable remainder trust is a gift plan defined by federal tax law that allows you to provide income to yourself or others for life or a term of years while making a generous gift to Berry College.  The first brochure describes the general benefits of the charitable remainder trust.  The second describes the benefits of the Tax-Free Sale where donors can reduce paying capital gains on assets. 
The Sum of Objectives Realized & Tax-Free Sale


Charitable Gift Annuity
A charitable gift annuity is a simple contract between you and Berry College. In exchange for your irrevocable gift of cash, securities, or other assets, Berry College agrees to pay one or two annuitants you name a fixed sum each year for life. The older your designated annuitants are at the time of the gift, the greater the fixed income Berry College can agree to pay.
Annuity - Triple My CD Return & Annuity - In Giving You Receive


Charitable Deferred Gift Annuity
In exchange for an irrevocable gift of cash, securities, or other assets, Berry agrees to pay one or two annuitants a fixed sum each year for life, with payments starting at least one year after the gift. The annuitants typically are the donor or the donor and the donor’s spouse. The older the annuitants are at the time of gift and the longer payments are deferred, the greater the fixed income Berry can agree to pay.  Annuity Deferred - A Plan For The Future


IRA - Protecting Your Dreams Brochure
In this brochure, we'll look at some smart retirement asset planning designed to limit or avoid multi-tier taxation problems.
Protecting Your Dreams


Sale and Retained Life Estate
This brochure describes a situation where a couple increases income for the retirement years and also avoid moving from the family home.
Sale & UT - Sale of Farm


Unitrust
With careful planning it is possible to redefine the bottom line. Mr. and Mrs. Sample were able to turn a $250,000 asset that produced little financial flexibility into immediate liquidity, more than $300,000 in lifetime income and a gift to charity of more than a quarter of a million dollars.  Sale & UT - Redefine the Bottom Line


Gift of Stock
John and Mary may decide to eliminate all tax with a larger gift. The Gift & Sale plan can be structured so that a charitable income tax deduction produces savings that completely offset tax due on the stock sale.
Gift & Sale - Maximize Value