Click on the gift plans that interest you to learn what they can do for you.

Outright Gifts

Gifts of Cash
Maximize your charitable deduction and deliver immediate benefits to THE ASSOCIATED.

Gifts of Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities. Here's information on how to transfer these assets to THE ASSOCIATED.

Gifts of Real Estate
Make a substantial gift to THE ASSOCIATED through a transfer of residential, commercial, or undeveloped real estate.

Gifts of Business Interests
Give THE ASSOCIATED an interest in a closely-held or family business.

Gifts of Partnership Interests
Support THE ASSOCIATED by transfering interest in a real estate or oil-and-gas partnership. Learn what the IRS requires and how we review gift offers.

Gifts of Personal Property
Donate books, artwork or equipment and secure an income tax deduction.

Estate Gifts

Gifts by Will or Revocable Trust
Give to THE ASSOCIATED without affecting your cashflow during your lifetime.

Gifts of Retirement Plans
Your retirement plan may be worth more when donated to THE ASSOCIATED than to your heirs.

Gifts of Life Insurance
Create a significant endowment for THE ASSOCIATED without dipping into your capital assets.

Gifts in Partnership With Us

Charitable Bargain Sale
This part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property.

Charitable Gift Annuities - Immediate
Receive a fixed payout and significant tax benefits.

Charitable Gift Annuities - Deferred
Build retirement earnings by deferring the onset of annuity payments. (recommended for younger donors)

Charitable Lead Trusts
Freeze the taxable value of your appreciating assets: use them to make gifts today, then pass them to family later.

Charitable Remainder Annuity Trusts
An individually managed trust that reduces income and capital gains taxes and pays stable, predictable income.

Charitable Remainder Unitrusts
Meet multiple goals with this most-flexible life-income gift.

Retained Life Estates
Give THE ASSOCIATED your house and continue to live there rent-free.