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» Then Consider... |
» How You May Benefit |
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(Max 3) |
| •Support
today
•Receive charitable income-tax deduction |
An outright gift of cash |
Deduct 100 percent of the gift value for federal income-tax purposes |
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| |
| •Support
without depleting your cash reserves
•Avoid capital-gain tax |
A gift of appreciated stock |
Provide support to
while decreasing the out-of-pocket cost to you by avoiding capital-gain tax |
|
| |
| •Minimize taxes on the transfer of a business you own
•Provide support for
|
A gift of closely held business stock |
Receive an income-tax deduction and avoid capital-gain tax |
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| |
| •Make a significant future gift without affecting your current lifestyle |
A charitable bequest |
Reduce estate and death taxes, and retain control over your assets during your lifetime |
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| |
| •Leave assets to
and your heirs upon your death but you are not sure what to leave to whom |
Naming
as a beneficiary of your retirement-plan benefits |
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs |
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| |
| •Make a significant gift to
•Retain an income for yourself |
A charitable gift annuity |
Receive a current income stream and an immediate income-tax deduction |
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| |
| •Receive a charitable income-tax deduction now
•Receive income later |
A deferred-payment gift annuity |
Receive an immediate income-tax deduction and income to begin at a future date you choose |
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| |
| •Make a significant gift to
•Retain an income for yourself |
A charitable remainder unitrust |
Receive a variable income stream and an immediate income-tax deduction |
|
| |
| •Make a significant gift to
•Retain an income for yourself |
A charitable remainder annuity trust |
Receive a fixed income stream and an immediate income-tax deduction and avoid capital-gain tax |
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| |
| •Use your assets to support
today
•Retain control over the distribution of those assets to heirs |
A nongrantor charitable lead trust |
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation |
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