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Giving Your Way
There are many different ways to give, which means there are many ways to fit charitable giving into your overall planning. Following are examples of some of the ways to match planning goals with gift options.
Make a gift that costs you nothing today and can be altered or revoked if your plans change.
Gift Option
Gift Option:
- Charitable Bequest - A bequest is simple and direct and can be changed should you want or need to do so.
Best Way to Realize My Objective:
- Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you've provided for all other heirs.
Make a gift that pays you an income, now.
Gift Option
Gift Option:
- Gift Annuity - A simple way to make a charitable gift and receive an income.
- Life Estate/Gift Annuity - Gift your home now with the right to continue to live in it for life, and receive a meaningful income, much like a Reverse Mortgage but with greater benefits.
- Charitable Remainder Trust - Generate income with a Trust. Asset. Minimum funding requirements are greater than with a gift annuity.
Best Assets to Realize My Objective:
- Securities - Transfer appreciated assets (stocks, bonds).
- Real Estate - Some real estate will qualify. Talk to us
Make a gift that reduces current income tax.
Gift Option
Gift Option:
- Outright Gifts or Planned Gifts - Both outright gifts and planned gifts (charitable gift annuites, charitable remainder trusts) reduce current income tax.
Best Assets to Realize My Objective:
- Cash - Cash is easy. Write a check.
- Securities - Transfer appreciated assets (stocks, bonds).
- Real Estate - Some real estate will qualify. Talk to us.
Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind.
Gift Option
Gift Option:
- Charitable Bequest - A bequest is simple and direct and can be formally changed should you want or need to do so.
- Life Insurance - Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective:
- Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you've provided for all other heirs.
- Make us the beneficiary of life insurance you no longer need.
Make a gift that provides supplemental retirement income.
Gift Option
Gift Option:
- Gift Annuity - A simple way to give and receive an income.
- Life Estate/Gift Annuity - Gift your home now and live in it while receiving a life income.
- Charitable Remainder Trust - Generate an income with a Trust. Asset. Minimum funding requirements are greater than with a gift annuity.
Best Assets to Realize My Objective:
- Securities - Transfer appreciated assets (stocks, bonds).
- Real Estate - Some residential and commercial real estate will qualify. Talk to us.
