Compare Gifts Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets. Your Goal Your Gift 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. Contact Us | Gift Planning Home
