Make a quick and easy gift |
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Donate cash, securities or personal property |
Income tax deduction; elimination of any capital gains tax |
Make a revocable gift during your lifetime |
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Name us beneficiary of assets in a living trust |
Control of trust for lifetime; possible estate tax savings |
Defer a gift until after your lifetime |
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Name us in your will |
A donation exempt from federal estate taxes |
Make a large gift with little cost to yourself |
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Transfer ownership of an existing policy or purchase a new policy in our name |
Current income tax deduction; possible future deductions |
Make a generous gift without impacting your current financial status |
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Designate us as the beneficiary of an existing or new policy |
Retain control over rights to the policy; future estate tax charitable deduction |
Eliminate the twofold taxation on retirement plan assets |
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Name us as beneficiary of the remainder of the assets after your lifetime |
Avoidance of heavily taxed gift to heirs, allowing other, less costly gifts, to heirs |
Eliminate capital gains tax on the sale of a home or other real estate |
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Donate the property to us, or sell it to us at a bargain price |
Immediate income tax deduction and avoidance of capital gains tax |
Give your personal residence or farm, but continue to live there |
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Designate the ownership of your home to us, but retain occupancy |
Charitable income tax deduction and lifetime use of home |
Secure a fixed and often increased income |
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Create a charitable trust that pays you a set income annually |
Immediate income tax deduction and fixed income for life |
Create a hedge against inflation over the long term |
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Create a trust that pays a percentage of the trust’s assets, valued annually |
Immediate income tax deduction, annual income for life that has potential to increase |
Supplement income with fixed annual payments |
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Enter a contract with us, in which we’ll pay you fixed payments annually |
Current and future savings on income taxes; fixed payments for life |
Reduce gift and estate taxes on assets passing to heirs |
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Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs |
Reduced size of taxable estate; keeps property in family, often with reduced gift taxes |
