Choose a goal below to reveal the best gift types and assets to achieve your objectives.
I want to make a gift that…
Costs me nothing today and can be altered or revoked if my plans change
Gift Option: – Charitable Bequest: A Gift in Your Will – 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.
Pays me an income now
Gift Options: – 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 my current income tax
Gift Option: – Outright Gifts or Planned Gifts: Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) can reduce current income tax if you itemize your taxes.
Best Assets to Realize My Objective… – Cash: An easy option—check or credit card. – Securities: Transfer appreciated assets (stocks, bonds). – Real Estate: Some real estate will qualify. Talk to us.
Make a flexible gift that you I change or revoke if my circumstances or goals change
Gift Options: – Charitable Bequest: A bequest is simple and direct and can be formally changed should you want or need to do so. – Life Insurance or Retirement Assets: Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective… – In your will, 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 a retirement account or life insurance you no longer need.
Make a gift that provides supplemental retirement income
Gift Options: – A Gift Annuity: a simple way to give 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 from my IRA
Gift Option: – A Qualified Charitable Distribution: A direct transfer from your IRA—available to IRA owners age 70½ or over.
Best Way to Realize My Objective… – Must transfer directly from the IRA to the charity. – No tax deduction, but gift counts toward RMD and no tax is due. – Gift up to $105,000 (annual aggregate limit in 2024) qualifies for favorable tax treatment. – A one-time distribution up to $53,000 (in 2024) can be used to establish a charitable gift annuity or a charitable remainder trust.