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I want to plan a gift based on my...

Giving Amount

Age

Assets

 

Giving Amount

Under $25,000

The most popular options for a gift in this range:

Gift in will or living trust Beneficiary designation Charitable gift annuity Gift of cash Gift of appreciated securities

$25,000 to $99,999

The most popular options for a gift in this range:

Gift in will or living trust Beneficiary designation Charitable gift annuity Gift of life insurance Gift of cash Gift of appreciated securities

$100,000 to $999,999

The most popular options for a gift in this range:

Gift in will or living trust Beneficiary designation Charitable gift annuity Charitable remainder trust Charitable lead trust Gift of life insurance Gift of appreciated securities

$1 million or more

The most popular options for a gift in this range:

Gift in will or living trust Beneficiary designation Charitable remainder trust Charitable lead trust Gift of appreciated securities

Age

Under 40

The best gift options for you:

Gift in will or living trust Beneficiary designation Gift of cash Gift of appreciated securities

40-54

The best gift options for you:

Gift in will or living trust Beneficiary designation Gift of cash Gift of appreciated securities

55-69

The best gift options for you:

Gift in will or living trust Beneficiary designation Charitable gift annuity Charitable remainder trust Charitable lead trust Gift of real estate Gift of appreciated securities

70+

The best gift options for you:

IRA Minimum Required Distribution Gift in will or living trust Beneficiary designation Charitable gift annuity Charitable remainder trust Charitable lead trust Outright gift of real estate Outright gift of life insurance Outright gift of appreciated securities

Assets

Cash

Most popular ways to give this asset:

Gift in will or living trust Charitable gift annuity Charitable remainder trust Charitable lead trust Outright gift of cash

Appreciated Securities

Most popular ways to give this asset:

Gift in will or living trust Charitable gift annuity Charitable remainder trust Charitable lead trust Outright gift of appreciated securities

Retirement plan Assets

Most popular ways to give this asset:

IRA Minimum Required Distribution Beneficiary designation Charitable remainder trust

Life Insurance

Most popular ways to give this asset:

Beneficiary designation Outright gift of life insurance

Real Estate

Most popular ways to give this asset:

Gift in will or living trust Outright gift of real estate

Tangible personal Property

Most popular ways to give this asset:

Gift in will or living trust Charitable gift annuity Charitable remainder trust Outright Gift