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Planned Giving

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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
  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.
 
 

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