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DEFERRED GIVING METHODS |
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INTENTION |
CHOICE |
BENEFIT |
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Defer a gift until after your lifetime
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A bequest in your will, giving cash, specific property, or
a share of the remainder
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Your gift is entirely free from estate tax
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Make a revocable gift
during your lifetime |
Name COHHH as the beneficiary of assets in
a living trust |
Privacy and control of the trust terms for your lifetime |
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Make an immediate, easy irrevocable gift |
An outright gift of cash, long-term appreciated stock or securities, or tangible personal property |
Charitable income tax deductions, and other potential tax benefits |
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Give your personal residence and continue living in it for life |
A gift of real estate called
a Retained Life Estate |
Tax advantages and use of the property |
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Avoid twofold taxation on IRA or other employee benefit plans |
Name COHHH as the beneficiary of the remainder
of assets after your lifetime |
Lets you leave your family's other assets with less tax liability |
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Make a large gift with little cost to you |
Contribute a life insurance policy you no longer need |
Current and possibly future income tax deductions |
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Create a hedge against inflation with a major gift |
Create a Charitable
Remainder Unitrust |
A variable income for life, tax benefits, no investment concerns |
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Secure a fixed income while avoiding market risks and make a substantial gift |
Create a charitable
Remainder Annuity Trust |
Tax benefits, often a boost in your rate of return |
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Reduce gift and estate taxes on assets you
pass on to children or grandchildren |
Create a Charitable
Lead Trust |
Estate tax benefits of a gift, while your family keeps the property |