Gift Planning
Compare Options
Use the benefits chart below to identify the planned gift that best fits your needs. You can download this chart in PDF format here
| 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 | ||||||
