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Planned Giving Guide
Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets.
Select Up to 3 Gifts to Compare
Gifts you make in partnership with us
Supplement income with fixed annual payments.
Charitable Gift Annuity
Reduce gift and estate taxes on assets passing to heirs.
Charitable Lead Trust
Create a hedge against inflation over the long term.
Charitable Remainder Unitrust
Secure a fixed and often increased income.
Charitable Remainder Annuity Trust
Give your personal residence or farm, but continue to live there.
Retained Life Estate
Gifts you make after your lifetime
Make a large gift at little or no cost to yourself.
Life Insurance Gift
Avoid the twofold taxation on retirement plan assets.
Retirement Plan Gift
Defer a gift until after your lifetime.
Bequest in Will or Living Trust
Gifts you make now
Avoid capital gains tax on the sale of a home or other real estate.
Real Estate Gift
Make a quick and easy gift of appreciated property.
Outright Gift of Appreciated Property
Make a quick and easy gift of cash.
Outright Gift of Cash
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.
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