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Your Gift |
How to Make the Gift |
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Your Benefits |
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Outright gift |
Donate cash, securities or personal property |
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Income tax deduction; avoidance of any capital gains tax |
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Living trust |
Name us beneficiary of assets in a living trust |
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Control of trust for lifetime; possible estate tax savings |
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Bequest
in will |
Name us in your will |
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A donation exempt from
federal estate taxes |
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Life insurance gift |
Give a policy with us as owner and beneficiary |
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Current income tax deduction; possible future deductions |
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Retirement
plan gift |
Name us as beneficiary of the remainder of the
assets after your lifetime |
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Avoidance of heavily taxed gift to heirs, allowing less costly gifts |
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Real estate
gift |
Donate the property to us, or sell it to us at a bargain price |
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Immediate income tax deduction and avoidance of capital gains tax |
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Retained life estate |
Designate the ownership of your home to us, but retain occupancy |
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Charitable income tax deduction and lifetime use of home |
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Charitable remainder annuity trust |
Create a charitable trust that pays you a set income annually |
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Immediate income tax deduction and fixed income for life |
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Charitable remainder unitrust |
Create a trust that pays a percentage of the trust’s assets, valued annually |
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Immediate income tax deduction, annual income for life that has potential to increase |
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Charitable
gift annuity |
Enter a contract with us, in which we’ll pay you fixed payments annually |
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Current and future savings on income taxes; fixed payments for life |
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Charitable
lead trust |
Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs |
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Reduced size of taxable estate; keeps property in family, often with reduced gift taxes |
After determining the gift that is right for you, meet with your financial advisor or our organization to begin implementing your wishes. Please call Meeche White, CEO, at 435.940.1353 or e-mail meechew@DiscoverNAC.org for more information
