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Giving Your Way

Make a gift that costs you nothing today and can be altered or revoked if your plans change.

Gift Option:

  • Charitable Bequest: A Gift in Your Will

    A bequest is simple and direct and can be changed should you want or need to do so.

Best Way to Realize My Objective...

Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you've provided for all other heirs.

Make a gift that pays you an income, now.

Gift Option:

  • Charitable Remainder Trust

    Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Way to Realize My Objective...

  • Securities

    Transfer appreciated assets (stocks, bonds).

  • Real Estate

    Transfer appreciated commercial or residential real estate.

Make a gift that reduces current income tax.

Gift Option:

  • Outright Gifts or Planned Gifts

    Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) reduce current income tax.

Best Assets to Realize My Objective...

  • Cash

    Cash is easy. Write a check.

  • Securities

    Transfer appreciated assets (stocks, bonds).

  • Real Estate

    Some real estate will qualify. Talk to us.

Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind.

Gift Option:

  • Charitable Bequest

    A bequest is simple and direct and can be formally changed should you want or need to do so.

  • Life Insurance

    Designate a beneficiary now and change it later if your plans change.

Best Assets to Realize My Objective...

  • In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you've provided for all other heirs.

  • Make us the beneficiary of life insurance you no longer need.

Make a gift that provides supplemental retirement income.

Gift Option:

  • Charitable Remainder Trust

    Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective...

  • Securities

    Transfer appreciated assets (stocks, bonds).

  • Real Estate

    Transfer appreciated commercial or residential real estate.

Make a gift from your IRA.

Gift Option:

  • The IRA Charitable Rollover

    A qualified charitable distribution from your IRA—available to IRA owners age 70½ or over.

Best Way to Realize My Objective...

  • Must be a transfer directly from the IRA to the charity.

  • No tax deduction, but gift counts toward RMD and no tax is due.

  • Gift up to $100,000 qualifies for favorable tax treatment.

Make a Difference

Gift Planning: As Unique as You Are

There is no one exactly like you. The interests you embrace, the people you care about, the causes you support... all these and more make you an original. And because you are unique, a personal approach to accomplishing long-term planning goals is paramount.

Examining individual options and priorities is a good place to start. In fact, it may be the most important step in beginning to realize philanthropic goals and personal plans for the future.