Gift Planning
Compare Gift Options
Use the benefits chart below to identify the planned gift that best fits your needs or download the Compare Gift Options chart.
Charitable Gift Annuity | Deferred Charitable Gift Annuity | Charitable Remainder Unitrust | Charitable Remainder Annuity Trust | Will or Living Trust | Remainder of Retirement Assets | Outright Gift | |
I want to receive... | |||||||
fixed payments for myself or others | X | X | X | ||||
payments that vary with trust value | X | ||||||
I want the payments to continue... | |||||||
for life | X | X | X | X | |||
for a term of years | X | X | |||||
I want to make a gift… | |||||||
during my lifetime | X | X | X | X | X | ||
after my lifetime (or upon my death) | X | X | |||||
I want to make a gift with... | |||||||
cash | X | X | X | X | X | X | X |
appreciated securities | X | X | X | X | X | X | X |
my personal residence | X | X | X | ||||
investment real estate | X | X | X | ||||
family or closely held business interests | X | X | |||||
I'm looking for the following tax benefits... | |||||||
income tax deduction for charitable gift | X | X | X | X | X | ||
reduced capital gains taxes | X | X | X | X | X | ||
reduced estate taxes | X | X | X | X | X | X | X |
payments that may be partially tax-free | X | X | |||||
help my heirs avoid income taxes | X |