Gift Planning

What to give:

• Gifts of Cash   Making a donation of cash is as simple as writing a check or authorizing a charge on your credit card. From your standpoint, it’s no fuss, no bother.
   

• Gifts of Securities  Stock that has increased in value is one of the most popular assets used for charitable giving, once it has been held for a minimum of a year. Making a gift of securities to us offers you the chance to help our organization while realizing many important benefits for yourself. 
   

• Gifts of Closely Held Stock  A donation of your closely can be a fine way for you to make a sizable charitable contribution while realizing valuable tax benefits.
   

• Gifts of Retirement Plan Assets If you’re like many Americans, your financial future will likely revolve around your retirement plan assets. To maximize the value of a retirement account, consider making a lifetime gift of its after-tax values to a tax-exempt deferred giving plan.
   

• Gifts of Real Estate  Using real estate, such as your house, farm, or commercial property, to fund a gift allows you to preserve your cash assets, receive significant tax and income advantages, and make a larger charitable gift than anticipated.
   

• Gifts of Life Insurance  Donating your life insurance could be a wonderful way to fulfill your desire to support our work. By making LEAVE A LEGACY^Ò the beneficiary of an existing policy, you make good use of your resources and expand your ability to make a significant gift.
   

Ways to Give:

• Outright Gift of Cash – Make a quick and easy gift of cash.
   

• Outright Gift of Appreciated Property – Make a quick and easy gift of appreciated property
   

• Real Estate Gift– Avoid capital gains tax on the sale of a home or other real estate
   

• Bequest in Will or Living Trust – Defer a gift until after your lifetime
   

• Retained Life Estate – Give your personal residence or farm, but continue to live there
   

• Retirement Plan Gift – Avoid the twofold taxation on retirement plan assets
   

• Life Insurance Gift    – Make a large gift at little or no cost to yourself
   

• Charitable Gift Annuity – Supplement income with fixed annual payments
   

• Charitable Remainder Annuity Trust – Secure a fixed and often increased income
   

• Charitable Remainder Unitrust – Create a hedge against inflation over the long term
   

• Charitable Lead Trust – Reduce gift and estate taxes on assets passing to heirs