Planned Giving

Gift Strategy Chart

»If You Would Like to...	»Then Consider...	»How You May Benefit	»Compare (Max 3)
Support today Receive a charitable income-tax deduction	An outright gift of cash	Deduct 100 percent of the gift value from this year's income-tax liability
Make a larger gift to Avoid capital-gain tax	A gift of appreciated stock	Provide increased support to while decreasing the cost to you
Make a significant future gift without affecting your current lifestyle	A charitable bequest	Reduce estate and death taxes, and retain control over your assets during your lifetime
Make a significant gift to Retain an income for yourself	A charitable gift annuity	Receive a current income stream and an immediate income-tax deduction
Make a significant gift to Retain an income for yourself	A charitable remainder unitrust	Receive a current income stream and an immediate income-tax deduction
Make a significant gift to Retain an income for yourself	A charitable remainder annuity trust	Receive a current income stream and an immediate income-tax deduction
Receive a charitable income-tax deduction now Receive income later	A deferred-payment gift annuity	Receive an immediate income-tax deduction and income to begin at a future date you choose
Leverage the equity in one of your largest assets to support	A gift of real estate	Receive an income-tax deduction and avoid capital-gain tax while retaining the option to live in your home
Use your assets to support today Retain control over the distribution of those assets to heirs	A charitable lead trust	Freeze value of assets contributed for gift- and estate-tax purposes
Minimize taxes on the transfer of a business you own Provide support for	A gift of closely held business stock	Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
Leave assets to and your heirs upon your death but you are not sure what to leave whom	Naming as a beneficiary of your retirement plan	Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
Make use of assets you may no longer need to support	A gift of a paid-up life insurance policy	Immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer