Giving Your Way

Gift Options

• A Gift in Your Will​: This gift is simple and direct and can be changed should you want or need to do so.

Best Way to Realize My Objective…

• Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.

Gift Options

• A Gift Annuity(link is external and opens in a new window): A simple way to make a charitable gift and receive an income.
• A Charitable Remainder Trust(link is external and opens in a new window): Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective…

• Securities: Transfer appreciated assets (stocks, bonds).
• Real Estate: Non-producing appreciated property can be a good way to fund a charitable remainder trust.

Gift Option

• Outright Gifts Or Planned Gifts: Both outright gifts and certain planned gifts (charitable gift annuities, charitable remainder trusts) can reduce your current income tax if you itemize.

Best Assets to Realize My Objective…

• Cash: Cash is easy. Write a check.
• Securities: Transfer appreciated assets (stocks, bonds).
• Real Estate: Some real estate will qualify. Talk to us.

Download our information sheet on the charitable deduction here.

Gift Option:

• A Gift in Your Will or Trust: This gift is simple and direct and can be formally changed should you want or need to do so.
• Life Insurance: Designate a beneficiary now and change it later if your plans change.

Best Assets to Realize My Objective…

• In your will or revocable living trust, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.
• Make us the beneficiary of a retirement account or life insurance you no longer need.

Gift Option

• A Gift Annuity: A simple way to give and receive an income.
• A Charitable Remainder Trust: Generate income with a trust. Asset requirements are greater than with a gift annuity.

Best Assets to Realize My Objective…

• Securities: Transfer appreciated assets (stocks, bonds).
• Real Estate: Non-producing appreciated property can be a good way to fund a charitable remainder trust.

Gift Option

• An Outright Gift: A direct transfer from your IRA to us—available to IRA owners age 70½ or over.
• A Life Income Gift: A one-time option to use IRA assets to create a lifetime income for you and/or your spouse.

Best Way to Realize My Objective…

• No tax deduction, but the gift counts toward your RMD and no tax is due.
• Gift up to $108,000 (annual aggregate limit in 2025) qualifies for favorable tax treatment.
• A one-time distribution up to $54,000 (in 2025) can be used to establish a charitable gift annuity or a charitable remainder trust.