This summary chart will give you a quick overview of many of the planned giving options available to you. Another page to consider if you are exploring Planned Giving for the first time is our Planned Giving factors. Please keep in mind that your individual circumstances need to be considered before taking any action. As with all tax and estate planning, please consult your attorney or estate specialist.
A primary question to consider first is have you made out a will? If you have not yet written a will, regardless of your charitable intent, please consider this.
If your goal is to:
Make a quick and easy gift.
Avoid tax on capital gains.
Defer a gift until after your lifetime.
Receive guaranteed fixed income that is partially tax-free.
Avoid capital gains tax on the sale of a home or other real estate.
Make a gift of real property, such as coins, stamps, antiques or art.
Avoid the twofold taxation on IRA or other employee benefit plans.
Give your personal residence or farm, but retain life use.
Receive some cash sales proceeds while making charitable gift
Make a large gift with little cost to you.
Secure fixed payments for life while avoiding market risks.
Give income from an asset for a period of years but retain the asset for yourself or your heirs.
Payments for life with a hedge against inflation over the long term.
Make a revocable gift during your lifetime.
Then you can:
Simply write a check now, or give through our secure online process.
Contribute long-term appreciated stock or other securities.
Put a bequest in your will (give us cash, specific property, or a share of the residue of your estate).
Create a charitable gift annuity.
Donate the real estate to us, or sell it to us at a bargain price.
Donate tangible real property to us.
Name us as the beneficiary of the remainder of the retirement assets after your lifetime.
Create a charitable gift of future interest, called a retained life estate.
Make a bargain sale.
Contribute a life insurance policy you no longer need.
Create a charitable remainder annuity trust.
Create a charitable lead trust.
Create a charitable remainder unitrust.
Name us as the beneficiary of assets in a living trust.
And your benefits may include:
An income tax deduction and immediate impact for us.
A charitable deduction plus no capital gains tax.
Your donations are fully exempt from federal estate tax.
Current and future savings on income taxes, plus fixed, stable payments.
A charitable tax deduction with the possibility of reducing or eliminating capital gains tax.
A charitable tax deduction and the possibility of income for life if done through a trust or to set up an annuity.
It lets you leave your family other assets that carry less tax liability.
It gives you tax advantages plus use of the property.Receive income tax deduction for gift portion, receive some cash and avoid capital gain tax on gift portion.
Current and possibly future income tax deductions.
It gives you tax benefits and often boosts your rate of return.
Asset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated.
Variable payments for life plus tax benefits.
Full control of the trust terms for your lifetime.