| Make a quick and easy gift | | Donate cash, securities or personal property | Income tax deduction; avoidance of any capital gains tax |
| Make a revocable gift during your lifetime | | 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 | | Name us in your will | A donation exempt from federal estate taxes |
| Make a large gift with little cost to yourself | | Give a policy with us as owner and beneficiary | Current income tax deduction; possible future deductions |
| Avoid the twofold taxation on retirement plan assets | | 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 |
| Avoid capital gains tax on the sale of a home or other real estate | | 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 | | 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 | | 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 | | 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 | | 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 | | 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 |
