 Your Goals
|
Your Strategy |
Your Benefits |
| Maximize your deduction; minimize the gift details |
Use cash to make your gift to Stuart |
Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Stuart |
| Afford a larger gift to Stuart — and avoid capital gains liability |
Give appreciated securities or bonds held over one year |
Buy low and give high — make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax |
| Make a gift for Stuart 's future that doesn't affect your cash flow or portfolio now |
Put a bequest in your will (cash, specific property, or a share of the estate residue) |
Today — a gift that costs you and your family nothing
Tomorrow — an estate tax deduction |
| Retain income benefits from the assets you give to Stuart — and thus afford a larger gift |
Create a charitable gift annuity or a charitable remainder trust |
Diversify and increase yield without capital gains tax.
Receive income for your lifetime / Receive a charitable deduction |
| Tap one of the most valuable assets in your portfolio to make a gift to Stuart |
Use real estate to make your gift to Stuart |
Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle |
| Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren |
Create a charitable lead trust which supports programs at the Stuart for a fixed, finite period with the principal going to your heirs. |
Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family |
| Locate an overlooked asset that you can easily give to Stuart |
Name Stuart as beneficiary of your retirement plan; leave other assets to family |
Eliminate income tax on retirement plan assets; free up other property to pass to your heirs |
| Make an endowment gift from income rather than capital |
Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need |
Increase your ability to make a significant gift to Stuart |