Office of Planned Giving

Giving Your Way

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.
  • Charitable Remainder Trust - Generate income with a Trust. Asset 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 annuities, 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.
  • Charitable Remainder Trust - Generate an income with a Trust. Asset 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.