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:

  • A Gift Annuity

    A simple 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...

  • Securities

    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

    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:

  • A Gift Annuity

    A simple way to give 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...

  • Securities

    Transfer appreciated assets (stocks, bonds).

  • Real Estate

    Some real estate will qualify. Talk to us.

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.