Giving Your Way

Make a gift that costs you nothing today and can be altered or revoked if your plans change

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.

Make a gift that pays you an income now

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.

Make a gift that reduces current income tax

Gift Options:

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…

Generate income with a trust. Asset requirements are greater than with a gift annuity.

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.

Make a flexible gift that you can change or revoke if your circumstances or goals change

Gift Options:

Charitable Bequest

A bequest 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 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 a retirement account or life insurance you no longer need.
Make a gift that provides supplemental retirement income

Gift Options:

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.

Make a gift from your IRA

Gift Options:

A Qualified Charitable Distribution

A direct transfer from your IRA—available to IRA owners age 70½ or over.

Best Assets to Realize My Objective…

  • Must 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 (annual aggregate limit) qualifies for favorable tax treatment.
  • A one-time distribution up to $50,000 can be used to establish a charitable gift annuity or a charitable remainder trust.