Why Plan to Give

Chris Judy, CPAManaging PartnerThomas, Judy & Tucker, P.A.

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Income Tax Rates

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Maximum Ordinary Tax Rate Maximum Capital Gain Tax Rate

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Reasons People Give

1. Obligation

2. Passion

3. Benefit

4. Charitable Advocate

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Dr. Nido Qubein

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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.

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Highpoint University

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Highpoint University

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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”

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Peter Frates

“Be passionate. Be genuine. Be hardworking, and don’t be afraid to be great.”

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Bill Gates ice bucket challenge

https://youtube.com/watch?v=XS6ysDFTbLU

https://www.youtube.com/watch?v=ZhQGmNX0HFQ&list=UUMYlPuwauyGNr_zUlD5jMuQ

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Peter Frates

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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.

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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.

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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.

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Types of Inheritance

- Outright cash or assets that we control

- Income stream through legacy trust

- To be the trustee of a donor advised fund

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I Will Give if…

Benefit x Relationship > Cost