Make a gift that costs you nothing today and can be altered or revoked if your plans change
Gift Option:
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Charitable Bequest: A Gift In Your Will - A bequest is simple and direct and can be changed should you want or need to do so.
Best Way to Realize My Objective…
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Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
Make a gift that pays you an income now
Gift Options:
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A Gift Annuity - A simple way to make a charitable gift and receive an income.
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Charitable Remainder Trust - Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
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Securities - Transfer appreciated assets (stocks, bonds).
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Real Estate - Some real estate will qualify. Talk to us.
Make a gift that reduces current income tax
Gift Option:
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Outright Gifts Or Planned Gifts - Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) reduce current income tax.
Best Assets to Realize My Objective…
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Cash - Cash is easy. Write a check.
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Securities - Transfer appreciated assets (stocks, bonds).
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Real Estate - Some real estate will qualify. Talk to us.
Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind
Gift Option:
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Charitable Bequest - A bequest is simple and direct and can be formally changed should you want or need to do so.
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Life Insurance - Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective…
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In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
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Make us the beneficiary of life insurance you no longer need.
Make a gift that provides supplemental retirement income
Gift Option:
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A Gift Annuity - A simple way to give and receive an income.
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Charitable Remainder Trust - Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
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Securities - Transfer appreciated assets (stocks, bonds).
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Real Estate - Some real estate will qualify. Talk to us.
Make a gift from your IRA
Gift Option:
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The Ira Charitable Rollover - A qualified charitable distribution from your IRA—available to IRA owners age 70½ or over.
Best Way to Realize My Objective…
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Must be a transfer directly from the IRA to the charity.
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No tax deduction, but gift counts toward RMD and no tax is due.
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Gift up to $100,000 qualifies for favorable tax treatment.