Is This Gift Right for You?
Use this checklist to see if making a charitable gift using securities is a good option for you.
- You want to make a significant gift that benefits Otterbein Senior Lifestyle Choices after your lifetime.
- You want the flexibility to change your mind about your gift during your lifetime.
- You want to retain your assets during your lifetime.
- You like the idea of an unlimited charitable estate tax deduction.
Leaving us securities through your will or trust lowers your potential federal estate tax bill.
Getting Started | Is This Gift Right for You? | Case Study | How to Complete Your Gift | Action Items
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The information on this website is not intended as legal or tax advice. For legal or tax advice, please consult an attorney. Figures cited in examples are for hypothetical purposes only and are subject to change. References to estate and income taxes apply to federal taxes only. State income/estate taxes or state law may impact your results.