Gift Comparison Chart

Your Goal(s)

Reduce income taxes

n/a

n/a

Reduce estate taxes

Reduce capital
gains taxes

n/a

Receive fixed
income

n/a

n/a

n/a

Receive income
hedged for inflation

n/a

n/a

n/a

n/a

Donation Assets

Over $100,000

Less than $100,000

n/a

n/a

Cash

n/a

Appreciated securities

n/a

Real estate

n/a

n/a

n/a

Second residence

n/a

n/a

n/a

Art, antiques,
collectibles

n/a

n/a

n/a

Family business

n/a

n/a

n/a

About you

Age 65 or younger

(deferred)

Age 65 or older

(current)