Endowment Gifts

What kind of gifts can I make?

OUTRIGHT GIFTS       

What are they?     

Cash –   Appreciated Securities  –    Personal Property  –   Appreciated Real Estate  –    Life Insurance

Is it for me?  For anyone seeking to make a gift for ministry while qualifying for tax savings.

                                       REVOCABLE GIFTS 

What are they?  Gifts made through your will, retirement plan, insurance policy and bank, brokerage and other accounts that can be changed.

Is it for me?  For those who need assets during their lifetime but want to make a significant commitment now.

IRREVOCABLE GIFTS                                              

What are they?  Charitable Gift Annuity, Charitable Remainder Unitrust, Charitable Remainder Annuity Trust, Charitable Lead Trust, Retained Life Estate

Is it for me?  For those age 65 or older who want to receive lifetime benefits.