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Meet Your Planned Giving Goals

Your Goal
Your Goal Your Gift How to Make the Gift Your Benefits
Make a quick and easy gift Outright gift Donate cash, securities or personal property Income tax deduction; avoidance of any capital gains tax

Make a revocable gift during your lifetime

 

Living trust

 

Name us beneficiary of assets in a living trust

 

Control of trust for lifetime; possible estate tax savings

 

Defer a gift until after your lifetime

 

Bequest in will

 

Name us in your will

 

A donation exempt from federal estate taxes

 

 

Make a large gift with little cost to yourself

 

Life insurance gift

 

Give a policy with us as owner and beneficiary

 

Current income tax deduction; possible future deductions

 

Avoid the twofold taxation on retirement plan assets

Retirement plan gift

Name us as beneficiary of the remainder of the assets after your lifetime

 

Avoidance of heavily taxed gift to heirs, allowing less costly gifts

 

Avoid capital gains tax on the sale of a home or other real estate

 

Real estate gift

 

Donate the property to us, or sell it to us at a bargain price

 

Immediate income tax deduction and avoidance of capital gains tax

 

Secure a fixed and often increased income

Charitable remainder annuity trust

 

Create a charitable trust that pays you a set income annually

Immediate income tax deduction and fixed income for life

Create a hedge against inflation over the long term

Charitable remainder unitrust

 

Create a trust that pays a percentage of the trust’s assets, valued annually

Immediate income tax deduction, annual income for life  that has potential to increase

Supplement income with fixed annual payments Charitable gift annuity Enter a contract with us, in which we'll pay you fixed payments annually Current and future payments on income taxes; fixed payments for life
Reduce gift and estate taxes on assets passing to heirs Charitable lead trust

Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs

Reduced size of taxable estate; keeps property in family, often with reduced gift taxes

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