Method

What Is it?

Tax Benefits?

Other Benefits?

Outright Gift

A donation of cash,
securities, or  personal Property

Income tax deduction
for the value of the gift, plus no capital gains tax due on appreciated stock or property

You can tailor your gift to SB immediate needs

Bequest in Will

A gift you make by
Naming SB in your will

Estate tax deduction for the value of your bequest to SB

Gives you flexibility in providing for family needs first

Living Trust

A trust you establish to take effect during your lifetime

Possible savings in estate taxes if SB is the beneficiary of the
trust remainder

Terms of trust can be
changed at any time

Charitable Remainder Annuity Trust or Unitrust

A trust that pays a set or variable income to you or those you name before SB  receives the remainder

Income tax savings from deduction, no capital gains tax liability, possible estate tax savings

Provides fixed annual income for donor or other beneficiary (annuity trust); income could increase if trust value increases (unitrust)

Life Insurance Gift

A gift of an old or new policy with SB as the beneficiary and the owner

Immediate income tax deduction for gift’s value, plus possible estate tax savings

Provides a way to make a significant gift with little expenditure

Real Estate Gift

A donation of real
property, either in full or or with a retained life estate

Immediate income tax deduction for the charitable value of the
the gift, plus no capital gains tax due

Can allow you to live in your home and still receive a charitable deduction