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Summary of Giving
 
 

Gift Strategy Chart

  • Support today
  • Receive a charitable income-tax deduction
 An outright gift of cash Deduct 100 percent of the gift value from this year's income-tax liability
  • Make a larger gift to
  • Avoid capital-gain tax
 A gift of appreciated stock Provide increased support to while decreasing the cost to you
  • Make a significant future gift without affecting your current lifestyle
 A charitable bequest Reduce estate and death taxes, and retain control over your assets during your lifetime.
  • Make a significant gift to
  • Retain an income for yourself
 A charitable gift annuity Receive a current income stream and an immediate income-tax deduction
  • Make a significant gift to
  • Retain an income for yourself
 A charitable remainder unitrust Receive a current income stream and an immediate income-tax deduction
  • Make a significant gift to
  • Retain an income for yourself
 A charitable remainder annuity trust Receive a current income stream and an immediate income-tax deduction
  • Receive a charitable income-tax deduction now
  • Receive income later
 A deferred-payment gift annuity Receive an immediate income-tax deduction and income to begin at a future date you choose
  • Leverage the equity in one of your largest assets to support
A gift of real estate Receive an income-tax deduction and avoid capital-gain tax while retaining the option to live in your home
  • Use your assets to support today
  • Retain control over the distribution of those assets to heirs
 A charitable lead trust Freeze value of assets contributed for gift- and estate-tax purposes
  • Minimize taxes on the transfer of a business you own
  • Provide support for
A gift of closely held business stock Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
  • Leave assets to and your heirs upon your death but you are not sure what to leave whom
 Naming as a beneficiary of your retirement plan Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make use of assets you may no longer need to support
A gift of a paid-up life insurance policy Immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer
  © Lafayette College - Terms