why plan to give chris judy, cpa managing partner thomas, judy & tucker, p.a
TRANSCRIPT
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