Gift planning

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How To Give

How To Give

We are equipped to receive gifts from the simple – like cash and securities – to the complex. We work with you and your legal and tax advisors to help fulfill your charitable goals while providing maximum tax benefits.

  • Bequest
    Designate your fund as the beneficiary of your will, trust or other instrument.
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  • IRA Rollover
    Congress recently enacted a permanent extension of the IRA Charitable Rollover. As a result, you can make an IRA rollover gift in 2015, 2016 and beyond.
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  • Charitable Remainder Trust
    Transfer cash or appreciated property to fund a charitable trust. The trust sells your property tax free and provides you with income for life or a term of years.
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  • Charitable Lead Trust
    Transfer your cash or property to fund a lead trust that makes gifts to us for a number of years. You receive a charitable deduction for the gift. Your family receives the remainder at substantial tax savings.
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  • Sale and Unitrust
    If you give a portion of your property to us to fund a charitable remainder trust, when the entire property sells you receive cash and income for life.
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  • Bargain Sale
    We purchase your property for less than fair market value. You receive the cash and a charitable deduction for the difference between the market value and purchase price.
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  • Give it Twice Trust
    Looking for a way to provide your children with income while making a gift to charity? The give it twice trust is a popular option that allows you to transfer your IRA at death to unitrust that pays income to your heirs for a term of years.
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  • Life Estate Reserved
    You may desire to leave your home or farm to us at your death, but would like to receive a current charitable tax deduction. A life estate reserved might offer the solution you need.
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