Giving Your Way

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.
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.
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.
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.
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.
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.