MENU

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) can reduce current income tax if you itemize your taxes.

     

    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.