Your Goal |
Your Gift |
How to Make the Gift |
Your Benefit |
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 yoru 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 |
Avoid the two-fold retirement taxation on retirement plan assets |
Life insurance gift |
Give a policy with us as owner and beneficiary |
Current income tax deduction; possible future deductions
|
Avoid capital gains tax on the sale of a home or other real estate |
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 |
Give your personal residence, but continue to live there |
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 |
Retained life insurance |
Designate the ownership of your home to us, but retain occupancy |
Charitable income tax deduction and lifetime use of home |
Create a hedge against inflation over the long term |
Charitable remainder annuity trust |
Create a charitable trust that pays you a set income annually |
Immediate income tax deduction and fixed income for life |
Supplement income with fixed annual payments |
Charitable remainder uni trust |
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 |
Reduce gift and estate taxes on assets passing to heirs |
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 |
