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Giving Options

Compare Life Income Gifts

  Charitable
Gift
Annuity		 Deferred
Charitable
Gift
Annuity		 Charitable
Remainder
Unitrust		 Charitable
Remainder
Annuity
Trust		 Pooled
Income
Fund
I want to receive...
fixed payments for myself or others Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes   Charitable Remainder Annuity Trust Yes  
payments that vary with trust value     Charitable Remainder Unitrust Yes   Pooled Income Fund Yes
I want the payments to continue...
for life Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes Pooled Income Fund Yes
for a term of years     Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes  
I want to make a gift with...
cash Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes Pooled Income Fund Yes
appreciated securities Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes Pooled Income Fund Yes
my personal residence     the best gift for a Charitable Remainder Unitrust*    
investment real estate     the best gift for a Charitable Remainder Unitrust*    
family or closely held business interests     the best gift for a Charitable Remainder Unitrust*    
I'm looking for the following tax benefits...
tax deduction for charitable gift Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes Pooled Income Fund Yes
reduced capital gains taxes Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes Pooled Income Fund Yes
reduced estate taxes Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes Charitable Remainder Unitrust Yes Charitable Remainder Annuity Trust Yes Pooled Income Fund Yes
payments that may be partially tax-free Charitable Gift Annuity Yes Deferred Charitable Gift Annuity Yes      

* = the best gift for this type of asset; other gift vehicles may be available

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