Office of Planned Giving

Gift Plan Highlights

Outright Gift: Cash ~ Benefit to you...

Outright Gift: Cash

Benefit to you: Simple and straightforward... an immediate income tax deduction.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax

Outright Gift: Appreciated Securities ~ Benefit to you...

Outright Gift: Appreciated Securities

Benefit to you: Dual benefits... relief from income and capital gains taxes.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax

Outright Gift: Real Estate ~ Benefit to you...

Outright Gift: Real Estate

Benefit to you: A significant gift that creates a significant income tax deduction.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax

Outright Gift: Retirement Plan Assets ~ Benefit to you...

Outright Gift: Retirement Plan Assets

Benefit to you: A popular way to make a testamentary gift.

  • Minimize/Avoid Estate Tax

Outright Gift: Collectibles ~ Benefit to you...

Outright Gift: Collectibles

Benefit to you: In the right situation, the full value of the collectible can be deducted.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax

Bequest ~ Benefit to you...

Bequest

Benefit to you: Possible estate tax benefits that build your legacy.

  • Minimize/Avoid Estate Tax

 

Living Trust ~ Benefit to you...

Living Trust

Benefit to you: You name the charitable beneficiary when the trust terminates.

  • Minimize/Avoid Estate Tax

 

Charitable Remainder Annuity Trust (CRAT) ~ Benefit to you...

Charitable Remainder Annuity Trust (CRAT)

Benefit to you: Pays a fixed amount every year to beneficiaries and provides a deduction to the donor.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax
  • Provide Income

Charitable Remainder Unitrust (CRUT) ~ Benefit to you...

Charitable Remainder Unitrust (CRUT)

Benefit to you: Pays an amount every year to beneficiaries and provides a deduction to the donor.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax
  • Provide Income

Family Charitable Lead Trust ~ Benefit to you...

Family Charitable Lead Trust

Benefit to you: A CLT makes it possible to give to charity now and transfer wealth to heirs.

  • Minimize/Avoid Estate Tax
  • May or May Not Avoid Capital Gains Tax

 

Remainder Interest in Real Estate ~ Benefit to you...

Gift of Remainder Interest in Real Estate

Benefit to you: Creates a deduction while you continue to live in your home.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax

 

Charitable Gift Annuity ~ Benefit to you...

Charitable Gift Annuity

Benefit to you: Provides two benefits - a deductible gift and an annuity.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • May or May Not Avoid Capital Gains Tax
  • Provide Income

Donor Advised Fund ~ Benefit to you...

Donor Advised Fund

Benefit to you: Lets you set up an account with an outright gift and make grant recommendations.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax
  • Avoid Capital Gains Tax

 

Life Insurance ~ Benefit to you...

Life Insurance

Benefit to you: Opportunity to make a sizable gift at a lower cost to you.

  • Reduce Income Tax
  • Minimize/Avoid Estate Tax

Wealth Replacement ~ Benefit to you...

Wealth Replacement

Benefit to you: Give to charity now and benefit heirs by replacing donated assets with life insurance.

  • Minimize/Avoid Estate Tax
  • Replace Asset Given to Charity