Confused by all the different types of giving?
Don't be.
We've made a simple interactive chart to help you understand the different gift types and asset classes available.
Click on the option and compare...
Select up to three gift types to compare.
Your Goal | Your Gift |
---|---|
A gift that pays fixed annual payments. | |
A trust that pays fixed annual payments. | |
A trust that pays variable annual payments. | |
Give your home and continue to live there. | |
Give retirement assets to help avoid taxes. | |
A revocable gift upon your death. | |
Use insurance assets to help avoid taxes. | |
A gift that gives immediate benefits. | |
The simplest gift is a gift of cash. | |
Avoid taxes on the sale of real estate. | |