Welcome to Cherokee Home for Children Planned Giving
We very much appreciate your interest in our work helping children. To help you learn more about how to give to the home and other good works, and at the same time make smart financial and tax decisions, we offer many planned giving tools . If you have any questions or need more information about the home, please contact us. We'll be happy to help.
Personal Planner
Income for Surviving Spouse Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. More ...
Benefits for your family and Cherokee Home for Children
There are several types of plans. Many of these have wonderful benefits for the gift donors. Many of these families have enjoyed increased income and generous tax savings. Just click on the picture and you can view each story.
Capital Gains Tax Bypassed Peter and Gail Williamson were nearing retirement. Over the years, with the help of their financial advisor, they made solid investments in securities and built a sizable portfolio. While their investments increased substantially in value, their potential capital gains tax bill was rising. More on Capital Gains Tax Bypassed >>.
Peace of Mind Gift Annuity Many years ago, Clara Lehman bought a home. Since she was very pleased with the home, she decided to buy stock in the company that built and sold her home. Over the years, the stock has increased in value many times. More on Peace of Mind Gift Annuity >>.
Sale and Unitrust Gene and Carol White purchased stock in a small medical service company several years ago. The company has done well. A larger company is now discussing the possibility of buying the smaller company. More on Sale and Unitrust >>.
Steps to Wise Giving
There are several steps to help you make wise and prudent gifts. These pages are here to help you learn how gift planning ideas can be of personal benefit. Let us suggest a few steps that would help you in that process.
Harold and Helen were concerned about planning for the future. They had built a substantial estate of $1,200,000. When Harold was 70, he rolled over his $400,000 qualified retirement plan into an IRA. 
Steps to Wise Giving