Giving Options Tailored to Your Needs

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Giving Options Tailored to Your Needs There are benefits to giving that go beyond supporting the mission of our Endowment Fund. Whether you give now, give

later orgive & receive, there are options to match your interests and financial circumstances, with maximum tax benefits for you. GIVE NOW

GIVE LATER

GIVE & RECEIVE

Make an immediate, outright charitable

Make a deferred charitable gift,

Make a gift and receive income payments

gift:

retaining flexibility and control of the gift

for life. The charitable benefit occurs

asset while living:

upon your death.

•

Cash

•

Publicly traded securities

•

(stocks and mutual funds)

Bequest through a will or living

•

Charitable gift annuity with gifts

trust

of cash or publicly traded

•

Real estate

•

Beneficiary proceeds

securities (stocks and mutual

•

Closely held stock

•

Retirement assets such as

funds)

IRAs, tax-sheltered annuities,

•

•

Make a gift and receive income

and 401(k) and 403 (b) plans

payments for life or a term of

can make a significant

years, or both. The charitable

charitable gift upon your death

benefit occurs upon your death.

Life insurance

Charitable remainder unitrust or annuity trust with gift of cash, publicly traded securities (stocks and mutual funds). Unitrusts offer additional gift options of real estate and closely held stock.

Benefits to you: •

Receive an immediate

Benefits to you: •

charitable deduction •

Bypass capital gain tax on the

•

appreciation of securities, real estate and/or closely held stock

Retain control over the assets

owned for more than one year •

•

You receive income payments for

while living

life, a portion of which is typically

Designate all or a portion of the

tax exempt

proceeds •

Benefits to you:

•

You begin receiving payments

Heirs avoid paying income and

immediately or defer to a future

estate taxes on the assets

date

Immediate charitable

•

Immediate charitable deduction

deductions for premium

•

Ongoing payments from a

payments when the

unitrust are based on a set

Endowment Fund is named

percentage and adjusted

owner and beneficiary or retain

annually based on the value of

ownership and control when

your trust’s assets. Annuity trust payments are for a fixed amount.

the Endowment Fund is partial,

•

Immediate charitable deduction

sole or contingent beneficiary.

•

Bypass capital gain tax if you give securities or real estate