Goals and Benefits
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Maximize your deduction; minimize the gift details |
Use cash to make your gift to the Archdiocese |
Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on the Archdiocese |
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Afford a larger gift to the Archdiocese 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 Archdiocese '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 Archdiocese thus afford a larger gift |
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 |
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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 |
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Tap one of the most valuable assets in your portfolio to make a gift to the Archdiocese |
Use real estate to make your gift to the Archdiocese |
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 Archdiocese 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 |
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Locate an overlooked asset that you can easily give to the Archdiocese |
Name the Archdiocese 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 |
Increase your ability to make a significant gift to the Archdiocese |
For more information
Email us, complete the personal illustration form, or call us at (206) 748-7984 or (800) 752-5902 so that we can assist you through every step of the process.