| Your Goal |
Your Gift |
Making the Gift |
Your Benefits |
| Defer a gift until after
your lifetime |
Bequest |
Name us in your will |
Donation is exempt from
federal estate taxes |
| Make a revocable gift during
your lifetime |
Living Trust |
Name us the beneficiary
of assets in a living trust |
You maintain control of
the trust for your lifetime |
| Make a quick and easy gift |
Outright gift of cash |
Simply write a check or
make a cash donation now |
Immediate income tax deduction
and possible estate tax savings |
| Avoid tax on capital gains |
Outright gift of securities |
Contribute long-term appreciated
stock or other securities |
Immediate charitable deduction
and avoidance of capital gains tax |
| Share your enjoyment of
a collection or other personal items |
Outright gift of personal
property |
Donate tangible personal
property related to our exempt function |
Charitable deduction based
on full fair market value |
| Make a large gift with little
cost to yourself |
Gift of life insurance |
Contribute a life insurance
policy you no longer need and/or name us as beneficiary |
Current income tax deduction
and possible future deductions through gifts to pay policy premiums |
| Avoid the twofold taxation
on IRAs or other employee benefit pans |
Gift of retirement assets |
Name us as beneficiary of
the remainder of the assets after your lifetime |
Allows less costly assets
for your heirs |
| Avoid capital gains tax
on the sale of a hove or other real estate |
Gift of real estate |
Donate the property to us
or sell it to us at a bargain price |
Immediate income tax deduction
and reduction or elimination of capital gains tax |
| Give your personal residence
or farm now but continue to live there |
Retained life estate |
Designate ownership of your
home to us but retain occupancy |
Charitable income tax deduction
and lifetime us of residence |
| Create a hedge against inflation
over the long term |
Charitable remainder
annuity trust |
Create a charitable trust
or a charitable gift annuity that pays you a set income annually |
Immediate income tax deduction
and fixed income for life, often at higher rate of return |
| Supplement income with steady
payments that are partially tax free |
Charitable gift annuity |
Enter a charitable gift
annuity contract with us that pays you a set income annually |
Current and future savings
on income taxes and fixed payments for life for one or two individuals |
| Reduce gift and estate taxes
on assets you pass to children or grandchildren |
Charitable lead trust |
Create a charitable trust
that pays a fixed or variable income to use for a specific term of years.
Principal is retained for heirs |
Reduces your taxable estate
and your family keeps the property, often with reduced gift taxes |
