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Your Goals |
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Your Strategy |
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Your Benefits |
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Maximize your deduction; minimize the gift details. |
Use cash to make your gift to THE ASSOCIATED. |
Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on THE ASSOCIATED.
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Afford a larger gift to THE ASSOCIATED 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.
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Make a gift for THE ASSOCIATED 's 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.
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Retain income benefits from the assets you give to THE ASSOCIATED thus afford a larger gift.
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Create a charitable gift annuity or a charitable remainder annuity trust or unitrust.
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Receive income for your lifetime; receive a charitable deduction; diversify your holdings. |
Reduce high tax liability now; gain additional income later.
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Establish a deferred gift annuity. |
A larger deduction and a higher income rate than other life-income gifts offer.
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Tap one of the most valuable assets in your portfolio to make a gift to THE ASSOCIATED. |
Use real estate to make your gift to THE ASSOCIATED. |
Avoid capital gains tax, receive an income tax deduction and have the option of a gift that doesn't affect your lifestyle.
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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 ASSOCIATED for a fixed, finite period with the principal going to your heirs.
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Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family.
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Avoid capital gains liability on the transfer of a business or partnership interest. |
Contribute the partnership interest or closely-held stock to THE ASSOCIATED. |
Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked.
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Locate an overlooked asset that you can easily give to THE ASSOCIATED. |
Name THE ASSOCIATED 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.
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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.
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Increase your ability to make a significant gift to THE ASSOCIATED. |