Gift Options

Gene and Carol purchased stock in a small medical service company several years ago. Now, Gene and Carol are looking for a way to save taxes....
MORE

Find out what type of assets make the best planned gifts. Learn about gifts of cash, securities and property.

• Stocks and Bonds
• Land/Real Estate
• Retirement Assets
• Cash
• Insurance

Learn how to make a gift that provides tax benefits and even life income.

• Bequest
• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Charitable Lead Trust
• Sale and Unitrust
• Bargain Sale
• Give it Twice Trust
• Life Estate Reserve
• IRA Rollover

View a presentation that shows the benefits of a planned gift based on your property and goals.

• Charitable Gift Annuity
• Charitable Unitrust
• Charitable Annuity Trust
• Deferred Gift Annuity
• Sale and Unitrust
• Part Gift and Part Sale