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Your
Goal
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How
to Make the Gift
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Your
Benefits
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Make
a quick and easy gift
|
Donate
cash, securities or personal property
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Income
tax deduction; avoidance of any capital gains tax
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| Make
a revocable gift during your lifetime |
Name
us beneficiary of assets in a living trust
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A donation
exempt from federal estate taxes
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| 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 trusts 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 well 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 |
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