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

Outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) can reduce current income tax if you itemize.

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 Options:

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 Ways 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 Options:

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.