| The Planned Giving
Goal |
The Implementation
Strategy |
The
Resulting Benefits |
| Maximize your deduction; minimize the gift details |
Use cash to make your gift to the SCHS. |
Claim your deduction against a larger portion of your
adjusted gross income and make an immediate impact on the SCHS |
| Afford a larger gift to the SCHS – and avoid capital gains liability |
Give appreciated stock or bonds held over one year |
Buy low and give high – make a gift that costs you
less than the benefit it delivers to us, while avoiding capital gains
tax |
| Make a gift for the SCHS' future that doesn't affect your cash flow
or portfolio now |
Put a bequest in your will (cash, specific property, or a share
of the estate residue) |
Today – a gift that costs you and your family nothing.
Tomorrow – an estate tax deduction |
| Retain income benefits from the assets you give to the SCHS – thus
afford a larger gift |
Create a charitable gift annuity or a charitable remainder annuity
trust or a unitrust |
Receive income for your lifetime; receive a charitable
deduction; diversify your holdings |
| Reduce high tax liability now; gain additional income later |
Establish a deferred gift annuity |
A larger deduction and a higher income rate than other
life-income gifts offer |
| Tap one of the most valuable assets in your portfolio to make a
gift to the SCHS |
Use real estate to make your gift to the SCHS |
Avoid capital gains tax, receive an income tax deduction
– and have the option of a gift that doesn't affect your lifestyle |
| Reduce gift and estate taxes and control the timing of passing assets
to your children and grandchildren |
Create a charitable lead trust which supports programs at the SCHS
for a fixed, finite period with the principal going to your heirs. |
Reduce gift and estate taxes, and freeze the taxable
value of growing assets before they pass to your family |
| Locate an overlooked asset that you can easily give to the SCHS
|
Name the SCHS as beneficiary of your retirement plan; leave other
assets to family |
Eliminate income tax on retirement plan assets; free
up other property to pass to your heirs |
| Make an endowment gift from income rather than capital |
Create a new life insurance policy, or donate a paid-up policy whose
coverage you no longer need |
Increase your ability to make a significant gift to
the SCHS |
