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Planned Giving
Ways to Give
Gifts by Will and Living Trusts
Beneficiary Designations
Gifts That Pay You Income
Gifts That Protect Your Assets
Gifts from Retirement Plans
Gifts by Estate Note
What to Give
Cash, Checks, and Credit Cards
Beneficiary Designations
Donor-Advised Fund
Gifts of Appreciated Securities
Gifts from Retirement Plans
Gifts of Life Insurance
Tangible Personal Property
Gifts of Real Estate
Closely Held Business Stock
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(Max 3)
Support
the Preserve
today
Receive charitable income-tax deduction
An outright gift of
cash
Deduct 100% of the gift value for federal income-tax purposes
Support
the Preserve
without depleting your cash reserves
Avoid capital-gain tax
A
gift of appreciated stock
Provide support to
the Preserve
while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
Make a current gift and are over the age of 73
Satisfy a retirement-plan annual required minimum distribution (RMD)
A
qualified charitable distribution
Avoid income tax on an RMD and provide current support to
the Preserve
Make a significant future gift without affecting your current lifestyle
A charitable
bequest
Reduce estate and death taxes, and retain control over your assets during your lifetime
Leave assets to
the Preserve
and your heirs upon your death but you are not sure what to leave to whom
Naming
the Preserve
as a beneficiary of your
retirement-plan benefits
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
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