Planned gifts are creative giving strategies that leave a lasting legacy. There are a myriad of options from which you can choose, from simply naming us as a beneficiary in your will to a more complex trust arrangement. We’d love to discuss the best option for you to leave your legacy.

ESTATE GIFTS
Gifts by Will or Revocable Trust: Give without affecting your cashflow during your lifetime.
Gifts of Retirement Plans: Your retirement plan may be worth more when donated.
Gifts of Life Insurance: Create a significant endowment without dipping into your capital assets.

GIFTS IN PARTNERSHIP WITH US
Charitable Gift Annuity - Immediate: Receive a fixed payout and significant tax benefits.
Charitable Gift Annuity - Deferred: Recommended for younger donors to build earnings for the future.
Charitable Lead Trust: Pass appreciating assets on to family members while making gifts in the interim.
Pooled Income Fund: Give cash or securities, receive an income tax deduction, avoid capital gains tax on the transfer and secure lifetime income.
Remainder Annuity Trust: Make a large gift and receive a fixed-income payout each year.
Remainder Unitrust: Make a large gift and create a flexible source of retirement income.
Retained Life Estate: Receive a deduction by donating a residence while retaining the right to live there.
Charitable Bargain Sale: This part-gift/part-sale gives you a deduction plus cash to use elsewhere.

OUTRIGHT GIFTS
Cash, Stocks or Mutual Funds: Maximize your charitable deduction and deliver immediate benefits.
Appreciated Securities: The IRS allows significant tax breaks for gifts of appreciated securities.
Real Estate: Transfer residential, commercial, or undeveloped real estate.
Business Interests: Give an interest in a closely-held or family business.
Partnership Interests: Transfer interest in a real estate or oil-and-gas partnership.
Personal Property: Donate books, artwork or equipment and secure an income tax deduction.

To learn more about Legacy and Planned Giving

Please call Nicole Pratt at (213) 251-7660 or email Nicole.