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 as 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 |