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 |