Faith | Tradition | Scholarship | Service
Your Gift | When to Give | Way to Give | Potential Tax Savings |
Bequest | At death through your estate | Cash, Securities, or Real Estate/ Property | Estate Tax, Capital Gains |
Beneficiary Designation | At death through your estate | Cash, Securities, or Real Estate/ Property | Estate Tax or Income Tax |
Life Insurance | At death through your estate | Cash | Estate Tax, Income Tax (on premiums) |
Appreciated Securities | During your life | Through your brokerage account | Capital Gains |
IRA Qualified Charitable Distribution | During your life (age 70.5 or older) | Through your IRA | Income Tax |
Charitable Trusts and Annuities | During your life or through your estate | Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets | Income Tax, Capital Gains, or Estate Tax |
Donor Advised Fund | During your life or through your estate | Cash, Appreciated Securities, Real Estate/ Property, or Complex Assets | Income Tax, Capital Gains, or Estate Tax |