Planned Giving
Giving Goals
A primary question to consider first is have you made out a will? |
If you have not written a will yet, regardless of your charitable intent, please consider this. |
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If your goal is to: |
Then you can: |
And your benefits are: |
Make a quick and easy gift. |
An income tax deduction and immediate impact for us. |
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Avoid tax on capital gains. |
Contribute long-term appreciated stock or other securities. |
A charitable deduction plus no capital gains tax. |
Defer a gift until after your lifetime. |
Put a bequest in your will (give us cash, specific property, or a share of the residue). |
Your donations are fully exempt from federal estate tax. |
Receive guaranteed fixed income that is partially tax-free. |
Create a charitable gift annuity. |
Current and future savings on income taxes, plus stable income. |
Avoid capital gains tax on the sale of a home or other real estate. |
Donate the real estate to us, or sell it to us at a bargain price. |
A charitable tax deduction with the possibility of reducing or eliminating capital gains tax. |
Make a gift of real property, such as coins, stamps, antiques or art. |
Donate tangible real property to us. |
A charitable tax deduction and the possibility of income for life if done through a trust or to set up an annuity. |
Avoid the twofold taxation on IRA or other employee benefit plans. |
Name us as the beneficiary of the remainder of the retirement assets after your lifetime. |
It lets you leave your family other assets that carry less tax liability. |
Give your personal residence or farm, but retain life use. |
Create a charitable gift of future interest, called a retained life estate. |
It gives you tax advantages plus use of the property. |
Make a large gift with little cost to you. |
Contribute a life insurance policy you no longer need. |
Current and possibly future income tax deductions. |
Secure a fixed life income while avoiding market risks. |
Create a charitable remainder annuity trust. |
It gives you tax benefits and often boosts your rate of return. |
Give income from an asset for a period of years but retain the asset for yourself or your heirs. |
Create a charitable lead trust. |
Asset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated. |
Create a hedge against inflation over the long term. |
Create a charitable remainder unitrust. |
It pays you a variable income for life and gives you tax benefits. |
Make a revocable gift during your lifetime. |
Name us as the beneficiary of assets in a living trust. |
Full control of the trust terms for your lifetime. |
Contact Information
Driscoll Children's Hospital
Development Foundation
3533 S. Alameda
Corpus Christi, TX 78411
(361) 694-6401
