Bequest Advantages:

• No immediate cash flow impact
• Preserves access to assets just in case
• Changeable before death
• Can give a specific asset or a % of your net estate
• Can be conditional
• May save estate taxes

QCD IRA Rollover Gift Advantages:

• Reduces your taxable income
• Counts as part of your annual, required minimum distribution
• Great for non-itemizers
• Saves heirs potential income taxes
• Simple

Stock and Mutual Funds Gift Advantages:

• One of the lowest cost gifts
• Available income tax deduction for the current value of the stock or mutual fund shares
• No capital gains tax paid on the transfer
• Virtually immediately available to the charity

Beneficiary Designation Advantages:

• Simple to establish
• No immediate cash flow impact
• Preserves access to assets just in case
• Changeable before death
• Can give a specific amount or a % of the account
• Can be conditional
• Saves heirs potential income taxes

Debit, Credit Card & Bank Account Advantages:

• Quick and immediate 
• Ability to give by debit or credit card or bank account ACH transfer online
• Ability to mail a check or money order
• Available income tax deduction

Life Insurance Gift Advantages:

• Simple – no lawyers
• Lower cost major gift
• Give the policy or give by beneficiary designation
• Preserves access to other assets 
• Changeable before death if by beneficiary designation

Donor Advised Fund Grant advantages

• Simple
• Ability to remain completely anonymous if desired
• Ability to schedule or spread out your giving

Real Estate Gift Advantages:

• Can be home, vacation home, investment/commercial property, farm or vacant land
• Income tax deduction based on qualified appraised value
• No capital gains tax paid on the transfer

Life Estate Advantages:

• Removes the home or farm from the estate
• Immediate, partial income tax deduction
• No capital gains on the transfer 
• You can continue to live in or use during your lifetime

• Can be helpful with succession planning
• Reduces capital gain taxes
• Available income tax deduction