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Gift Comparison Chart

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Compare Gift Plans

Which gift is for you?

 

 Will or living trust Charitable gift annuity Charitable remainder annuity trust Charitable remainder unitrust Remainder of retirement assets

Your Goal(s)

 

 

 

 

 

Reduce income taxes

n/a

X

X

X

n/a

Reduce estate taxes

X

X

X

X

X

Reduce capital
gains taxes

X

X

X

X

n/a

Receive fixed
income

n/a

X

X

n/a

n/a

Receive income
hedged for inflation

n/a

n/a

n/a

X

n/a

Donation Assets

 

 

 

 

 

Over $100,000

X

X

X

X

X

Less than $100,000

X

X

n/a

n/a

X

Cash

X

X

X

X

n/a

Appreciated securities

X

X

X

X

n/a

Real estate

X

n/a

n/a

X

n/a

Second residence

X

n/a

n/a

X

n/a

Art, antiques,
collectibles

X

n/a

n/a

X

n/a

Family business

X

n/a

n/a

X

n/a

About you

 

 

 

 

 

Age 65 or younger

X

X (deferred)

X

X

X

Age 65 or older

X

X (current)

X

X

X