Giving Your Way

Make a gift that costs you nothing today and can be altered or revoked if your plans change

Gift Option:

  • 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…

  • 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:

  • A Gift Annuity - A simple way to make a charitable gift and receive an income.

  • Charitable Remainder Trust - Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective…

  • Securities - Transfer appreciated assets (stocks, bonds).

  • Real Estate - Some real estate will qualify. Talk to us.

 

Make a gift that reduces current income tax

Gift Option:

  • 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…

  • Cash - Cash is easy. Write a check.

  • Securities - Transfer appreciated assets (stocks, bonds).

  • 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:

  • Charitable Bequest - A bequest is simple and direct and can be formally changed should you want or need to do so.

  • Life Insurance - Designate a beneficiary now and change it later if your plans change.

Best Assets to Realize My Objective…

  • 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.

  • Make us the beneficiary of life insurance you no longer need.

 

Make a gift that provides supplemental retirement income

Gift Option:

  • A Gift Annuity - A simple way to give and receive an income.​​​​​​​

  • Charitable Remainder Trust - Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective…

  • Securities - Transfer appreciated assets (stocks, bonds).​​​​​​​

  • Real Estate - Some real estate will qualify. Talk to us.

 

Make a gift from your IRA

Gift Option:

  • 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…

  • Must be a transfer directly from the IRA to the charity.

  • No tax deduction, but gift counts toward RMD and no tax is due.

  • Gift up to $100,000 qualifies for favorable tax treatment.​​​​​​