| 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 deducation and possible estate tax savings |
| Avoid tax on capital gains |
Outright gift of securities |
Contribute long-term appreciated stock or other securities |
Immediate charitable deducation 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 the 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 plans |
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 home 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 use of residence |
| Create a hedge against inflation over the long term |
Charitable remainder unitrust |
Create a trust that pays a fixed percentage of trust's assets as revalued annually |
Receive a variable income for life and immediate income tax charitable deduction |
| Secure a fixed and often increased income |
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 |
