Goals and 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 |
Your Goals