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