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Gift Comparison Chart
This summary chart will give you a quick overview of many of the Charitable Gift Planning options available to you. Another page to consider if you are exploring Charitable Gift Planning for the first time is our Charitable Gift Planning factors.
Please keep in mind that your individual circumstances need to be considered before taking any action. As with all tax and estate planning, please consult your attorney or estate specialist.
If you have not yet written a will, regardless of your charitable intent, please consider this.
| If your goal is to: | Then you can: | And your benefits are: |
| Make a quick and easy gift. | Simply write a check now, or give through our secure online process. | An income tax deduction and immediate impact on us. |
| Avoid tax on capital gains. | Contribute long-term appreciated stock or other securities. | A charitable deduction plus no capital gains tax. |
| Defer a gift until after your lifetime. | Put a bequest in your will (give us cash, specific property, or a share of the residue of your estate). | Your donations are fully exempt from federal estate tax. |
| Receive guaranteed fixed income that is partially tax-free. | Create a charitable gift annuity. | Current and future savings on income taxes, plus stable income. |
| Avoid capital gains tax on the sale of a home or other real estate. | Donate the real estate to us, or sell it to us at a bargain price. | An income tax reduction plus reduction or elimination of capital gains tax. |
| Avoid the twofold taxation on IRA or other employee benefit plans. | Name us as the beneficiary of the remainder of the retirement assets after your lifetime. | It lets you leave your family other assets that carry less tax liability. |
| Give your personal residence or farm, but retain life use. | Create a charitable gift of future interest, called a retained life estate. | It gives you tax advantages plus use of the property. |
| 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. |
| Secure a fixed life income while avoiding market risks. | Create a charitable remainder annuity trust. | It gives you tax benefits and often boosts your rate of return. |
| Give income from an asset for a period of years but retain the asset for yourself or your heirs. | Create a charitable lead trust. | Asset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated. |
| Create a hedge against inflation over the long term. | Create a charitable remainder unitrust. | It pays you a variable income for life and gives you tax benefits. |
| Make a revocable gift during your lifetime. | Name us as the beneficiary of assets in a living trust. | Full control of the trust terms for your lifetime. |
We use reasonable efforts to include up-to-date and accurate information on this site, but make no representations, warranties or assurances as to the accuracy or completeness of the information provided. MPR is not liable for any damages related to your reliance on this Charitable Gift Planning site.
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