Goals & Benefits

Your Goals

Your Strategy

Your Benefits

Make a gift for the Barber Foundation's future that costs you nothing now.

Include a bequest for us in your will (cash, specific property, or a share of the estate residue).

Today — a painless way to build our financial strength. Tomorrow — resources that we will put to use.

Leave more of your estate to your heirs.

Name the Barber Foundation as beneficiary of your retirement plan, leave less-taxed assets to family.

Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Avoid capital gains liability and take an income tax deduction.

Use appreciated securities, instead of cash, to make your gift.

Buy low and give high — while avoiding capital gains tax.

Create a long-term gift that won't draw funds from your estate.

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 Barber Foundation.

Reduce gift and estate taxes and leave more of your assets to your heirs.

Create a charitable lead trust to pay income to the Barber Foundation for a fixed time, then pay the remainder to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.