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Goals & Gifts


Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping out a cause close to your heart. The following chart details a gift vehicle for every goal. After determining the gift that is right for you, meet with your financial advisor or our organization to begin implementing your wishes.

Your Goal
How to Make the Gift
Your Benefits

Make a quick and easy gift

Donate cash, securities or personal property

Income tax deduction; avoidance of any capital gains tax

Make a revocable gift during your lifetime

Name us beneficiary of assets in a living trust

A donation exempt from federal estate taxes

Defer a gift until after your lifetime Name us in your will A donation exempt from
federal estate taxes
Make a large gift with little cost to yourself Give a policy with us as owner and beneficiary Current income tax deduction; possible future deductions
Avoid the twofold taxation on retirement plan assets Name us as beneficiary of the remainder of the assets after your lifetime Avoidance of heavily taxed gift to heirs, allowing less costly gifts
Avoid capital gains tax on the sale of a home or other real estate Donate the property to us, or sell it to us at a bargain price Immediate income tax deduction and avoidance of capital gains tax
Give your personal residence or farm, but continue to live there Designate the ownership of your home to us, but retain occupancy Charitable income tax deduction and lifetime use of home
Secure a fixed and often increased income Create a charitable trust that pays you a set income annually Immediate income tax deduction and fixed income for life
Create a hedge against inflation over the long term Create a trust that pays a percentage of the trust’s assets, valued annually Immediate income tax deduction, annual income for life that has potential to increase
Supplement income with fixed annual payments Enter a contract with us, in which we’ll pay you fixed payments annually Current and future savings on income taxes; fixed payments for life
Reduce gift and estate taxes on assets passing to heirs Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs Reduced size of taxable estate; keeps property in family, often with reduced gift taxes
 

Please consult an attorney, tax professional or investment professional. The information on this site is not intended as legal, tax or investment advice.