How Can I...?
A primary
question to consider first is have you made out a will? |
If you
have not yet written a will, regardless of your charitable
intent, please consider
this. |
|
If your goal is to: |
Then you can: |
And your benefits may include: |
Make a quick and easy gift. |
Simply
write a check now,
or give through our secure
online process. |
An income
tax deduction and immediate impact for us. |
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 of your
estate). |
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 fixed, stable payments. |
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 fixed payments for life 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. |
Variable
payments for life plus 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. |
Please note, individual financial circumstances will vary. The information on this site does not constitute legal or tax advice. As with all tax and estate planning, please consult your attorney or estate specialist. All material is copyrighted and is for viewing purposes only. Use of this site signifies your agreement with the terms of use. The content in this Planned Giving section has been developed for Methodist Children's Home by Future Focus. Please report any problems to section webmaster.







