Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping out a cause close to your heart. The following chart details a gift vehicle for every goal. After determining the gift that is right for you, meet with your financial advisor or our organization to begin implementing your wishes.
| 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 |
| Give your personal residence or farm, but continue to live there |
Retained life estate |
Designate the ownership of your home to us, but retain occupancy |
Charitable income tax deduction and lifetime use of home |
| 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 savings 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 |
