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(Max 3)
Support today
Receive charitable income-tax deduction
An outright gift of
cash
Deduct 100% of the gift value for federal income-tax purposes
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
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
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
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
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
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
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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