What Are Your Financial Goals?
As with all tax and estate planning, please consult your attorney or estate specialist.
|A primary question to consider first is have you made out a will?||If you have not yet written a will, regardless of your charitable intent, please consider this.|
|If your goal is to:||Then you can:||And your benefits may include:|
|Make a quick and easy gift.||Simply write a check now, or make a gift online.||An income tax deduction and immediate impact on CSF.|
|Avoid tax on capital gains.||Contribute long-term appreciated stock or other securities.||A charitable deduction plus no capital gains tax.|
|Defer a gift until after your lifetime.||Put a bequest in your will (give CSF cash, specific property, or a share of the residue of your estate).||Your donations are fully exempt from federal estate tax.|
|Receive guaranteed fixed income that is partially tax-free.||Create a charitable gift annuity.||Current and future savings on income taxes, plus fixed, stable payments.|
|Avoid the twofold taxation on IRA or other employee benefit plans.||Name CSF as the beneficiary of the remainder of the retirement assets after your lifetime.||It lets you leave your family other assets that carry less tax liability.|
|Make a large gift with little cost to you.||Contribute a life insurance policy you no longer need.||Current and possibly future income tax deductions.|
|Secure, fixed payments for life while avoiding market risks.||Create a charitable remainder annuity trust. It gives you tax benefits and often boosts your rate of return.||Give income from an asset for a period of years but retain the asset for yourself or your heirs.|
|Give income from an asset for a period of years but retain the asset for yourself or your heirs.||Create a charitable lead trust.||Asset is returned to the donor or heirs with federal estate tax savings and income tax deductions for income donated.|
|Create a hedge against inflation over the long term.||Create a charitable remainder unitrust.||Variable payments for life plus tax benefits.|
|Make a revocable gift during your lifetime.||Name CSF as the beneficiary of assets in a living trust.||Full control of the trust terms for your lifetime.|