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.