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Goals & Gifts
Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping out a cause close to your heart. The following chart details a gift vehicle for every goal. After determining the gift that is right for you, meet with your financial advisor or our organization to begin implementing your wishes.
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Make a quick and easy gift |
Outright gift - email us at info@aaanwar.org |
Donate cash, securities or personal property |
Income tax deduction; avoidance of any capital gains tax |
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Make a revocable gift during your lifetime |
Living trust |
Name us beneficiary of assets in a living trust |
Control of trust for lifetime; possible estate tax savings |
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Defer a gift until after your lifetime |
Bequest in will |
Name us in your will |
A donation exempt from federal estate taxes |
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Make a large gift with little cost to yourself |
Life insurance gifts |
Give a policy with us an owner and beneficiary |
Current income tax deduction; possible future deductions |
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Avoid the twofold taxation on retirement plan assets |
Name us as beneficiary of the remainder of the assets after your lifetime |
Avoidance of heavily taxed gifts to heirs, allowing less costly gifts |
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Avoid capital gains tax on the sale of a home or other real estate |
Donate the property to us, or sell it to us at a bargain price |
Immediate income tax deduction and avoidance of capital gains tax |
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Give your personal residence or farm, but continue to live there |
Designate the ownership of your home to us, but retain occupancy |
Charitable income tax deduction and lifetime use of home |
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Reduce gift and estate taxes on assets passing to heirs |
Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs |
Reduced size of taxable estate; keeps property in family, often with reduced gift taxes |
The information on this site is not intended as legal, tax or investment advice. For such advice, please consult an attorney, tax professional or investment professional.