Retirement Plan Gift

Charitable Gift Annuity

Outright Gift of Appreciated Property

Real Estate Gift

Outright Gift of Cash

Charitable Lead Trust

Charitable Remainder Unitrust

Life Insurance Gift

Charitable Remainder Annuity Trust

Retained Life Estate

T - Compare Gifts - QA

Bequest in Will or Living Trust

Pooled Income Fund

Outright Gift of Cash

Retirement Plan Gift

Charitable Remainder Annuity Trust

Pooled Income Fund

Outright Gift of Appreciated Property

Charitable Remainder Unitrust

Charitable Lead Trust

Charitable Gift Annuity

Life Insurance Gift

Bequest in Will or Living Trust

Retained Life Estate

Real Estate Gift

Donor Advised Fund

Outcome:

Reduce income taxes

For heirs

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

For heirs

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Reduce estate taxes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Reduce capital gains taxes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Stable income

Yes

Variable

Yes

Yes

Variable

Yes

Variable

Variable

Yes

Higher payout on low dividends

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Assets:

$100,000 or more

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Under $100,000

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Cash

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Appreciated securities

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Real estate

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Personal residence

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Yes

Art, antiques, collectibles

Yes

Yes

Yes

Yes

Yes

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.