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 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 Options: A Gift Annuity — A simple, inexpensive way to make a charitable gift and receive an income.
Charitable Remainder Trust– Generate income with a Trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
Transfer appreciated assets (stocks, bonds).
Real Estate – Some real estate will qualify. Talk to us.
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
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 Options: 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…
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: — A simple, inexpensive way to give and receive an income.
— Generate income with a Trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
Transfer appreciated assets (stocks, bonds).
Real Estate – Some real estate will qualify. Talk to us.