Ways to Give

Ways to Give

Giving options provide exceptional planning strategies and flexibility and may minimize tax implications.

  • Reduce your income taxes
  • Avoid capital-gain tax
  • Increase your spendable income
  • Retain payments for life
  • Achieve no-cost, worry-free asset management

Types of Giving Include:

Gifts of Assets
The simplest way to support is through cash gifts. But creative gifts of assets can include stocks, bonds, and property (personal property such as artwork). These can not only provide you with charitable deductions, but often offer additional tax savings as well. ...

Gifts by Will
Through various types of bequests for , you may secure a charitable estate-tax deduction for the value of the gift. Best of all, you will know that your generosity will support for years to come. ...

Gifts That Pay You Income
Do you want to support , but worry about having enough income for yourself and your loved ones? Life-income gifts, such as gift annuities and charitable remainder trusts can provide donors with an income stream, significant tax savings, and the satisfaction of supplying with vital, long-term resources. ...

Gifts of Retirement-Plan Benefits
You may consider using retirement-plan benefits to make a significant gift that will support . Because of the estate- and income-tax treatment of retirement-plan benefits, the cost of your gift to your estate and heirs is often relatively small. ...


Please note: Because the federal estate tax has been repealed for 2010, there is no current estate tax in 2010 for the gifts described on this page. However, the consensus opinion among professionals is that Congress will enact an estate-tax law that may be retroactive to January 1, 2010. It is very important that you seek the advice of your estate-planning attorney to determine what changes, if any, need to be made to your existing estate plans, and then again if Congress reinstates the estate tax sometime later this year.
Read more

 

Use our Gift-Planning Calculator for a personalized illustration of benefits!
Scroll Design   DAV Seal      Scroll Design