Legacy Planner
What are my giving options?
Make a gift using cash.
Easy to give. Provides the largest tax deduction.
Make a gift using assets other than cash.
Receive a deduction for the full value. Avoid capital gains tax too.
"Loan" an asset for some time, then take it back.
Give up control temporarily and receive generous tax benefits.

Immediate tax benefits.

Disclaimer and Privacy Notice

Gift Plans Bequest Charitable Bargain Sale Charitable Gift Annuity Charitable Lead Trust Deferred Gift Annuity Remainder Annuity Trust Remainder Unitrust Retained Life Estate
Assets You Can Give Appreciated Securities Business Interests Cash Life Insurance Lifetime Gifts of Insurance Gift-Replacement Life Insurance Partnership Interests Personal Property Real Estate Retirement Plans
Resources Frequent Questions Glossary