Giving Your Way
Make a gift that costs you nothing today and can be altered or revoked if your plans change.
Gift Option:
A Gift in Your Will
This gift is simple and direct and can be changed should you want or need to do so.
Best Way to Realize My Objective...
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 a gift that pays you an income now.
Gift Option:
A Gift Annuity
A simple way to make a charitable gift and receive an income.
A Charitable Remainder Trust
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective...
Securities
Transfer appreciated assets (stocks, bonds).
Real Estate
Non-producing appreciated property can be a good way to fund a charitable remainder trust.
Make a gift that reduces current income tax.
Gift Option:
Outright Gifts or Planned Gifts
Both outright gifts and certain planned gifts (charitable gift annuities, charitable remainder trusts) can reduce current your income tax if you itemize.
Best Assets to Realize My Objective...
Cash
An easy option—check or credit card.
Securities
Transfer appreciated assets (stocks, bonds).
Real Estate
Some real estate will qualify. Talk to us.
Make a flexible gift that you can change or revoke if your circumstances or goals change.
Gift Option:
A Gift in Your Will or Trust
This gift is simple and direct and can be formally changed should you want or need to do so.
Life Insurance or Retirement Assets
Designate a beneficiary now and change it later if your plans change.
Best Assets to Realize My Objective...
In your will or revocable living trust, 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.
Make a gift that provides supplemental retirement income.
Gift Option:
A Gift Annuity
A simple way to give and receive an income.
Charitable Remainder Trust
Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective...
Securities
Transfer appreciated assets (stocks, bonds).
Real Estate
Non-producing appreciated property can be a good way to fund a charitable remainder trust.
Make a gift from your IRA.
Gift Option:
An Outright Gift
A direct transfer from your IRA to us—available to IRA owners age 70½ or over.
A Life Income Gift
A one-time option to use IRA assets to create a lifetime income for you and/or your spouse.
Best Way to Realize My Objective...
- No tax deduction, but the gift counts toward your RMD and no tax is due.
- An outright gift up to $108,000 (annual aggregate limit in 2025) qualifies for favorable tax treatment.
- A one-time distribution up to $54,000 (in 2025) can be used to establish a charitable gift annuity or a charitable remainder trust.