Goals and Benefits
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Maximize your deduction; minimize the gift details. |
Use cash to make your gift to . |
Claim
your deduction against a larger portion of your adjusted
gross income and make an immediate impact on 's
lifesaving mission. |
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Afford a larger gift to – and avoid capital gains liability. |
Give appreciated stock or bonds held more than one year. |
Buy low and give high – make a gift that costs you less than the benefit it delivers to the Society, while avoiding capital gains tax. |
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Make a gift for 's future that doesn't affect your cash flow or portfolio now. |
Put a bequest in your will (cash, specific property, or a share of the estate residue). |
Today, you give a gift that costs you and your family nothing. Tomorrow, you get an estate tax deduction. |
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Retain income benefits from the assets you give to – and thus afford a larger gift. |
Create a charitable gift annuity or a charitable remainder annuity trust or unitrust. | Receive income for your lifetime; receive a charitable deduction; diversify your holdings |
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Reduce high tax liability now; gain additional income later. |
Establish a deferred gift annuity. |
These annuities offer a larger deduction and a higher income rate than other life-income gifts. |
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Tap one of the most valuable assets in your portfolio to make a gift to . |
Use real estate to make your gift to . |
Avoid capital gains tax, receive an income tax deduction, and have the option of a gift that doesn't affect your lifestyle. |
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Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren. |
Create
a charitable lead trust that
supports programs at for a fixed,
finite period, with the principal going to your heirs. |
Reduce gift and estate taxes and freeze the taxable value of growing assets before they pass to your family. |
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Avoid capital gains liability on the transfer of a business or partnership interest. |
Contribute the partnership interest or closely-held stock to . |
Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked. |
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Locate an overlooked asset that you can easily give to . |
Name as beneficiary of your retirement plan; leave other assets to family. |
Eliminate income tax on retirement plan assets; free up other property to pass to your heirs. |
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Make an endowment gift from income, rather than from capital. |
Create a new life insurance policy, or donate a paid-up policy you no longer need. |
Increase your ability to make a significant gift to . |
For more information
Complete the personal illustration form, or call us at 1-800-227-1885 so that we can assist you and your financial advisor through every step of the process.