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