Choose a goal, below, to reveal the best gift types and assets to achieve your objectives.
A bequest is simple and direct and can be changed should you want or need to do so.
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.
A simple way to make a charitable gift and receive an income.
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Transfer appreciated assets (stocks, bonds).
Some real estate will qualify. Talk to us.
Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) can reduce current income tax if you itemize your taxes.
An easy option—check or credit card.
Transfer appreciated assets (stocks, bonds).
Some real estate will qualify. Talk to us.
A bequest is simple and direct and can be formally changed should you want or need to do so.
Designate a beneficiary now and change it later if your plans change.
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 a retirement account or life insurance you no longer need.
A simple way to give and receive an income.
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Transfer appreciated assets (stocks, bonds).
Some real estate will qualify. Talk to us.
A direct transfer from your IRA—available to IRA owners age 70½ or over.