Charitable Gift Annuity [1] |
Deferred Charitable Gift Annuity [1] |
Charitable Remainder Unitrust [2] |
Charitable Remainder Annuity Trust [3] |
Pooled Income Fund [4] |
|
---|---|---|---|---|---|
I want to receive... | |||||
fixed payments for myself or others | |||||
payments that vary with trust value | |||||
I want the payments to continue... | |||||
for life | |||||
for a term of years | |||||
I want to make a gift with... | |||||
cash | |||||
appreciated securities | |||||
my personal residence | * | ||||
investment real estate | * | ||||
family or closely held business interests | * | ||||
I'm looking for the following tax benefits... | |||||
tax deduction for charitable gift | |||||
reduced capital gains taxes | |||||
reduced estate taxes | |||||
payments that may be partially tax-free |
* = the best gift for this type of asset; other gift vehicles may be available
This chart (not shown at this width) is best viewed on a wider device.
Links:
[1] http://giving.stanford.edu/planned-giving/giving-options/charitable-gift-annuities
[2] http://giving.stanford.edu/planned-giving/giving-options/charitable-remainder-unitrusts
[3] http://giving.stanford.edu/planned-giving/giving-options/charitable-remainder-annuity-trusts
[4] http://giving.stanford.edu/planned-giving/giving-options/pooled-income-funds