Gift Planning

The BIG Campaign

Believe. invest. Grow.

BIG Campaign Progress

Compare Gifts

Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets.

	Your Goal	Your Gift	Select Up to 3 Gifts to Compare
Gifts you make in partnership with us
	Supplement income with fixed annual payments.	Charitable Gift Annuity
	Reduce gift and estate taxes on assets passing to heirs.	Charitable Lead Trust
	Create a hedge against inflation over the long term.	Charitable Remainder Unitrust
	Secure a fixed and often increased income.	Charitable Remainder Annuity Trust
	Give your personal residence or farm, but continue to live there.	Retained Life Estate
Gifts you make after your lifetime
	Make a large gift at little or no cost to yourself.	Life Insurance Gift
	Avoid the twofold taxation on retirement plan assets.	Retirement Plan Gift
	Defer a gift until after your lifetime.	Bequest in Will or Living Trust
Gifts you make now
	Avoid capital gains tax on the sale of a home or other real estate.	Real Estate Gift
	Make a quick and easy gift of appreciated property.	Outright Gift of Appreciated Property
	Make a quick and easy gift of cash.	Outright Gift of Cash

Comparisons are for example purposes only. Gift specifics and appropriate dollar amounts may vary. The information on this site is not intended as legal or tax advice. For such advice, please consult an attorney or your tax professional.

Contact Us | Gift Planning Home

Extending the Legacy

The Nelson Wells Legacy Circle

Gift Planning Links