Design Your Gifts for Maximum Benefit

Below is a list of gift ideas, options and benefits that can make the most of your support for the Capuchin Franciscan Friars while maximizing your tax and financial rewards.  Select your objective(s), then check the option(s) that fit your situation.  Click the "Compare Options" button for a summary of your gift opportunities. We encourage you, of course, to call our office with any questions.

Your gift
objective is to:

Your options include:

Your benefits usually include:

 

Make a gift this year

 

Gifts by check or credit card

 

Maximum deductibility

 

 

Gifts of unneeded life insurance policies

 

Charitable deduction for policy’s value; future premiums deductible

 

 

Gifts of a share of your business

 

Large deductions plus capital gains tax avoidance and continued control of your business

 

 

Gifts of a fraction or percentage of property

 

Partial deductions plus capital gains tax avoidance

 

 

Gifts of appreciated real estate

 

Enhanced deductions plus capital gains tax avoidance

 

 

Gifts of appreciated securities

 

Enhanced deductions plus capital gains tax avoidance

 

Make a gift this year but retain lifetime income

 

Charitable gift annuities

 

Fixed payments for life, for you and/or another recipient, plus deductions and other tax benefits

 

 

Charitable remainder annuity trusts

 

Fixed payments for life for you and/or others, plus a current deduction

 

 

Charitable remainder unitrusts

 

Variable lifetime payments for you and/or others, with extra planning flexibility in achieving your goals

 

Make a gift this year of a personal residence or farmland while retaining lifetime use

 

Gifts of “remainder interests” in property

 

Charitable deduction this year plus future federal estate tax savings

 

Make a gift this year that helps build your retirement nest egg

 

Deferred charitable gift annuities or “flip” unitrusts

 

Current charitable deductions, with large payments starting in a future year

 

Make a gift this year that pays income to charities for a limited number of years

 

Charitable lead trusts

 

Reduced gift taxes, estate taxes and/or income taxes; trust assets eventually return to you or family members

 

Make an important gift after death

 

Bequests from wills or living trusts

 

Control of all your resources during life; potential federal estate tax savings plus income tax savings if you leave tax-burdened assets

 

 

Beneficiary designations on financial accounts

 

Control of financial resources during life; potential federal estate tax savings

 

 

Beneficiary designations on life insurance

 

Financial security from policy during life; potential federal estate tax savings

 

 

Beneficiary designations on IRAs or other retirement accounts

 

Future income tax and estate tax savings; lifetime use of accounts

 

 

Bequests for charitable gift annuities or charitable remainder trusts

 

Lifetime income for a surviving spouse or other heirs; potential estate tax savings

 

 

Charitable lead trusts that pay income to charities after death

 

Large estate tax savings; heirs later receive all trust assets



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Capuchin Friars  ♦  Province of St. Augustine  ♦  220—37th Street  ♦  Pittsburgh, PA 15201  ♦  (412) 682-6011