Giving Your Way

Gift option:

• 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) 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.

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 asset 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 asset 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 assets 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.