Planned Giving

Gift Plan Highlights: A List of Gift Options and Their Benefits

Outright Gift: Cash
An outright gift of cash may help reduce income taxes and minimize or avoid estate taxes. Gifts of cash are simple and straightforward.

Outright Gift: Appreciated Securities
An outright gift of appreciated securities may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. Gifts of appreciated securities can provide dual benefits… relief from income and capital gains taxes.

Outright Gift: Collectibles
An outright gift of collectibles may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. In the right situation, the full value of the collectible can be deducted.

Retirement Plan Assets
An outright gift of retirement plan assets may help minimize or avoid estate taxes. A gift of retirement plan assets are a popular way to make a testamentary gift.

Bequest
A bequest may help minimize or avoid estate taxes. A bequest offers possible estate tax benefits that build your legacy.

Charitable Gift Annuity
A charitable gift annuity may help reduce income taxes, minimize or avoid estate taxes, provide income and avoid or defer capital gains taxes. Charitable gift annuities provide two benefits… a deductible gift and an annuity.

Living Trust
A living trust may help minimize or avoid estate taxes. You name the charitable beneficiary for when the trust terminates.

Charitable Remainder Annuity Trust (CRAT)
A charitable remainder annuity trust may help reduce income taxes, minimize or avoid estate taxes, avoid or defer capital gains taxes and provide income. Charitable remainder annuity trusts pay a fixed amount every year to beneficiaries and provide a deduction to the donor.

Charitable Remainder Unitrust (CRUT)
A charitable remainder unitrust may help reduce income taxes, minimize or avoid estate taxes, avoid or defer capital gains taxes and provide income. Charitable remainder unitrusts pay an amount every year to beneficiaries and provide a deduction to the donor.

Donor-Advised Fund
A donor-advised fund may help reduce income taxes, minimize or avoid estate taxes and avoid or defer capital gains taxes. A donor-advised fund lets you set up an account with an outright gift and make grant recommendations.

Wealth Replacement
Wealth replacement strategies may help minimize or avoid estate taxes and replace an asset given to charity. Wealth replacement strategies allow you to give to charity now and benefit heirs by replacing donated assets with life insurance.

Contact Us to Help You and Your Advisors Develop a Gift Plan To Support Our Communities