Making a planned gift is easy when you know what's available. To help you understand all the differences involved, we've made a simple chart to help you compare, contrast, and understand all the gift types and asset classes available.
For gift annuities, pooled income funds and retained life estates, please contact us to learn about organizations who support these gift types.
Your Goal
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Your Gift
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- A gift that pays fixed annual payments.
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- A trust that pays fixed annual payments.
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- Charitable Remainder Annuity Trust
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- A trust that pays variable annual payments.
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- Charitable Remainder Unitrust
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- A gift that reduces taxes upon your estate.
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- Give your home and continue to live there.
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- Give retirement assets to help avoid taxes.
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- A revocable gift upon your death.
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- Use insurance assets to help avoid taxes.
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- A gift that gives immediate benefits.
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- Gift of Appreciated Property
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- The simplest gift is a gift of cash.
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- Avoid taxes on the sale of real estate.
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