Why Plan to Give
Chris Judy, CPAManaging PartnerThomas, Judy & Tucker, P.A.
2
3
Income Tax Rates
0
10
20
30
40
50
60
70
80
Ta
x R
ate
Year
Maximum Ordinary Tax Rate Maximum Capital Gain Tax Rate
4
5
6
Reasons People Give
1. Obligation
2. Passion
3. Benefit
4. Charitable Advocate
7
Dr. Nido Qubein
8
Vision for High Point
Every student will receive an extraordinary education in an inspiring environment with caring people.
To be in the business of planting seeds of greatness.
Live in a continuum of learning.
Grow up servant leaders.
A place that people believe in.
9
Highpoint University
10
Highpoint University
11
Nido Qubein
“Each of us can do amazing things, because each of us is created for a purpose and when our purpose helps your purpose then we are one…we are family”
12
Peter Frates
“Be passionate. Be genuine. Be hardworking, and don’t be afraid to be great.”
13
Bill Gates ice bucket challenge
https://youtube.com/watch?v=XS6ysDFTbLU
https://www.youtube.com/watch?v=ZhQGmNX0HFQ&list=UUMYlPuwauyGNr_zUlD5jMuQ
14
Peter Frates
15
The Grasshopper & the Master
GH: Mater, What is the spoken word?
M: It is the voice of the wind, child, gone as soon as it is spoken.
GH: Master, what is the written word?
M: Ah, the written word; it is the voice of history.
16
The Grasshopper & the Master
GH: Master, what is inheritance?
M: It is the oak tree that will grow and stand for two or maybe three
generations and then be cut down by greed or stupidity or a thousand other frailties of the human race.
17
The Grasshopper & the Master
GH: What is a charitable gift?
M: Ah, it is an education for those whose parents were uneducated; it is the cure for ailments not now curable; it is the door to science and exploration; it is freedom for those otherwise in chains. It is the measure of our generation in the eyes of generations yet unborn.
18
Types of Inheritance
- Outright cash or assets that we control
- Income stream through legacy trust
- To be the trustee of a donor advised fund
19
I Will Give if…
Benefit x Relationship > Cost