Donor-Advised Fund

Make an irrevocable gift to a fund maintained by a charitable organization and enjoy an income tax charitable deduction for the full amount of the gift (subject to limitations). You can recommend grants to qualified charities, but you may not place material restrictions on the fund.

Gifts of Stock

Gifts of long-term, highly appreciated securities are the most common type of outright property gift. Donors typically give individual stocks, but bonds or mutual fund shares are also attractive gift options. Outright gifts of securities can be made quickly, and these gifts let you have a bigger impact thanks to the tax advantages.

Revocable Living Trust

Create a trust that can be revoked or changed during your lifetime that directs the disposition of your assets, including charitable gifts. Used alone or in conjunction with a will, a revocable living trust can minimize the cost and delays associated with probate, facilitate asset transfer, provide privacy and, unlike a will, ensure asset management continuity in the event of disability.

Real Estate

A donor who gives a charity appreciated real estate owes no capital gains tax on the appreciation and qualifies for a charitable income tax deduction for the full fair market value of the property (subject to limitations).

Retained Life Estate

Donate a home and retain the right to live in the property for the rest of your life. Qualify for a current income tax charitable deduction for the value of our remainder interest in the home (subject to limitations).

Charitable Lead Trust

Create a charitable lead trust that benefits us for a number of years, returns assets to your beneficiaries, and minimizes taxes.