Giving Your Way

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
  Non-producing appreciated property can be a good way to fund a charitable remainder trust.

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
  An easy option – check or credit card.
• Securities
  Transfer appreciated assets (stocks, bonds).
• Real Estate
  Some real estate will qualify. Talk to us.

Gift option:

• A Gift in Your Will or Trust
  This gift is simple and direct and can be formally changed should you want or need to do so.
• Life Insurance or Retirement Assets
  Designate a beneficiary now and change it later if your plans change.

Best asset to realize my objective:

• In your will or revocable living trust, 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 a retirement account or 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
  Non-producing appreciated property can be a good way to fund a charitable remainder trust.Talk to us.

Gift option:

• An Outright Gift
  A direct transfer from your IRA to us—available to IRA owners age 70½ or over.
• A Life Income Gift
  A one-time option to use IRA assets to create a lifetime income for you and/or your spouse.

Best assets to realize my objective:

• No tax deduction, but the gift counts toward your RMD and no tax is due.
• Gift up to $111,000 (annual aggregate limit in 2026) qualifies for favorable tax treatment.
• A one-time distribution up to $55,000 (in 2026) can be used to establish a charitable gift annuity or a charitable remainder trust.