Selecting the Appropriate Charitable Gift

You can give to The Friends in a number of ways. This table will help you select which way is right for you.

YOUR POSITION

GIFT TYPES

GOOD ASSETS TO GIVE

DONOR BENEFITS

CHARITY’S BENEFIT

You have enough assets now and would like to see your gift in action.
  • Outright gift
  • Cash
  • Stock
  • Real estate
  • Income tax deduction
  • Estate tax reduction
  •  Immediate use of funds
You would like to make a gift but need all of your assets now.
  • Charitable bequest
  • Life insurance
  • “Payable on death” accounts
  • Cash
  • Stock
  • Retirement plan assets
  • Savings or brokerage account remainders
  • Estate tax deduction         
  • Eventual use of funds
You would like to make a gift and have assets, but you currently need the income from those assets.
  • Remainder trusts
  • Gift annuities
  • Pooled income funds
  • Your home with a retained use
  • Cash
  • Stock
  • Real estate
  • Partial income tax deduction
  • Life income for yourself or heirs
  • Eventual use of funds
You would like to make a gift now but want to make sure that your beneficiaries receive something from your estate.
  • Lead trust
  • Life insurance
  • Cash
  • Business
  • Income or gift tax deduction
  • Reduced taxes on appreciation
  • Preservation of assets for children
  • Immediate use of funds