How to Give Learn about gift options that provide tax and income benefits. Discover the best gift plan to meet your goals. Gifts made from your estate by will, trust or beneficiary designation Bequest You designate our organization as the beneficiary of your asset by will, trust or beneficiary designation form. Beneficiary Designation Gift You designate us as a beneficiary of your retirement, investment or bank account or life insurance policy. Gifts that provide you and your loved ones with income and tax benefits Charitable Remainder Unitrust You fund a charitable remainder unitrust with cash or appreciated property. The trust sells your property tax-free and provides you with income for life or a term of years. Charitable Remainder Annuity Trust You create a charitable remainder annuity trust and fund it with cash or appreciated property. The trust sells your property tax-free and provides you with fixed income for life or a term of years. Gifts that support our cause and save you taxes IRA Charitable Rollover An IRA charitable rollover allows individuals age 70½ or older to reduce their taxable income by making a gift directly from their IRA. Donor Advised Fund (DAF) You can make gifts during your lifetime. When you pass away, your children can carry on your legacy of giving. Endowment Gift An endowment is a fund you can create now or in the future to achieve the impact you desire. What is Gift Planning? Gift planning is charitable giving coordinated with your charitable financial, tax and estate goals. Good planning with tax-wise gifting strategies enables you to make significant charitable gifts during life and after you pass away.
