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