Revocable Gifts
Bequest
Establish a bequest in your will that reflects your most
personal and important lifetime concerns. Bequests are
among the most popular and widely used planned gifts because a
bequest can be changed, costs you nothing as long as you live, and
provides an estate tax deduction equal to the value of gifts to
charity.
Revocable Living Trust
Create a trust that can be revoked or changed which directs the
disposition of your assets including charitable gifts. A Revocable
Living Trust minimizes the cost and delays associated with probate,
facilitates asset transfer, provides privacy and, unlike a will,
assures asset management continuity in the event of disability or
death.
Retirement Plan Assets
Add a charitable beneficiary designation to your qualified
retirement plan. You can use a retirement plan to realize
philanthropic goals and avoid income tax on plan assets (income in
respect of a decedent).
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