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A primary question to consider first is have you made out
a will?
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If you have not yet written a will, regardless of your
charitable intent, please consider
this.
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If your goal is to:
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Then you can:
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And your benefits may include:
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Make a quick and easy gift.
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Simply write a check
now, or give online
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An income tax deduction and immediate impact for us.
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Avoid tax on capital gains.
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Contribute long-term appreciated
stock or other securities.
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A charitable deduction plus no capital gains tax.
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Defer a gift until after your lifetime.
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Put a bequest in your will
(give us cash, specific property, or a share of the residue
of your estate).
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Your donations are fully exempt from federal estate tax.
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Receive guaranteed fixed income that is partially tax-free.
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Create a charitable gift annuity.
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Current and future savings on income taxes, plus fixed,
stable payments.
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Avoid capital gains tax on the sale of a home or other
real estate.
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Donate the real estate to
us, or sell it to us at a bargain price.
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An income tax reduction plus reduction or elimination of
capital gains tax.
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Avoid the twofold taxation on IRA or other employee benefit
plans.
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Name us as the beneficiary of the remainder of the
retirement assets after your
lifetime.
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It lets you leave your family other assets that carry less
tax liability.
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Give your personal residence or farm, but retain life use.
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Create a charitable gift of future interest, called a retained
life estate.
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It gives you tax advantages plus use of the property.
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Receive some cash sales proceeds while making charitable
gift
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Make a bargain sale
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Receive income tax deduction for gift portion, receive
some cash and avoid capital gain tax on gift portion.
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Make a large gift with little cost to you.
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Contribute a life insurance policy
you no longer need.
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Current and possibly future income tax deductions.
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Secure fixed payments for life while avoiding market risks.
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Create a charitable remainder annuity
trust.
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It gives you tax benefits and often boosts your rate of
return.
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Give income from an asset for a period of years but retain
the asset for yourself or your heirs.
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Create a charitable lead trust.
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Asset is returned to the donor or heirs with federal estate
tax savings and income tax deductions for income donated.
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Secure, fixed payments for life with a hedge against inflation
over the long term.
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Create a charitable remainder unitrust.
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Variable payments for life plus tax benefits.
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Make a revocable gift during your lifetime.
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Name us as the beneficiary of assets in a living
trust.
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Full control of the trust terms for your lifetime.
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