Planned Giving

Gift Comparison Chart

» If You Would Like to... » Then Consider... » How You May Benefit » Compare
(Max 3)
  • Support today
  • Receive charitable income-tax deduction
Deduct 100% of the gift value for federal income-tax purposes
  • Support without depleting your cash reserves
  • Avoid capital-gain tax
Provide support to while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
  • Minimize taxes on the transfer of a business you own
  • Provide support for
Receive an income-tax deduction and avoid capital-gain tax
  • Make a significant future gift without affecting your current lifestyle
Reduce estate and death taxes, and retain control over your assets during your lifetime
  • Leave assets to and your heirs upon your death but you are not sure what to leave to whom
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer