What gift plan will work best for you?
Your journey is made one decision at a time. Click on one of the two choices to begin.
I want to make a gift during my lifetime.I
want to make a gift after my death, as part of my
estate.
How do you want to structure your lifetime gift?
Maximize your deduction and deliver immediate benefits to us by making
an outright
gift.
Your gift can return financial benefits to you by making
a gift
in partnership with us.
Will you have assets to leave us
in your estate, or do you want to build a gift through
income?
All the information you need on the essential estate gift:
Bequests
You have an asset that could bring more benefit to us than to your
heirs. Gifts of Retirement
Plans
Make a significant gift to our endowment from income instead
of capital.
Life Insurance
What do you want to use to fund
your outright gift?
Gifts
of Cash
Easy
to give, easy to deduct
Appreciated
Securities The growth in your stocks can help you leverage a larger gift
Appreciated
Assets Creative planning can unlock the gift potential in many assets you may hold
How can we work with you to make your gift more rewarding?
Charitable
Annuities and Trusts A gift to us can also help you with tuition costs, retirement income, and estate preservation.
Retained
Life Estates Give us your house but don't move out!
Charitable
Bargain Sales Part purchase by us, part gift from you: preserve your capital and earn a deduction.
Would a gift of one of these assets
make financial sense for you? Here are their benefits,
plus what we look for when we consider such a gift
and the steps donors must take to ensure a deduction.
Real
Estate Some of our largest and most useful gifts have come from real estate contributions.
Business Interests, Closely Held Stock, Etc. Let us share in the rewards of an enterprise that you’re involved in.
Partnership
Interests These investments can deliver more benefit to us than to you.
Personal Property You may hold assets that can help us do our job better.
What are your financial planning objectives?
I
am primarily interested in increasing my income.We offer gifts that return income to you and your family.
I
am primarily interested in reducing my estate taxes.
There is a charitable trust that preserves your estate and leaves more for your heirs.
Are you more concerned about long-term estate preservation than an immediate income-tax deduction?
Charitable
Lead Trust Share the benefits from an appreciating asset with us for a term -- then leave more of it to your family.
What are your investment preferences for risk and growth?
I
prefer a fixed income. These gifts return safe, predictable income for life.
I
am comfortable with a variable payout. These gifts can return increasing income over time
When do you want to begin receiving
fixed income? Do you want to be involved in the management
of your gift plan?
Charitable Gift Annuities This is our simplest life-income gift, and our most popular.
Deferred Gift Annuities Here is a great tool to increase retirement income and secure a deduction in high-earnings years.
Charitable Remainder Annuity Trusts This fixed-income plan offers increased flexibility and planning opportunities.
Do you prefer a mutual-fund format
or individual management and direction?
Pooled Income FundJoin with other donors in a gift plan that pays you income, diversifies your holdings, and offers professional management expertise.
Charitable
Remainder Unitrust Our most flexible gift plan creatively addresses many financial and family objectives.
