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Giving Your Way

Click below to learn more about how to…

  • 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 Option:

    • 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.