Types of Gifts
Memorials: These gifts are made to remember a loved one, family member or friend.
Gifts of Honor: These gifts are given to salute and celebrate the accomplishments
of others and can range from birthdays and anniversaries to graduations and new
Annual Gifts: These gifts are normally in response to a mail solicitations and are
contributions for the current, unrestricted use of the Agency to help defray the
operating costs and to support our programs & services. In essence, these annual
contributions help to ensure the day-to-day operations, using the funds where needed
most at the time.
Matching Gifts: Some organizations encourage charitable giving by matching employee
contributions. Check with your employer to see if they will match your gift.
Gifts of Appreciated Securities: This is a tax wise way to support the Agency. When
making a gift of appreciated stock, bonds, and stock options, the donor pays no
tax on the capital gains.
Gifts of Real Estate: Real estate may be contributed as an outright gift or to finance
a planned gift.
Planned Gifts: Planned gifts allow you to make a significant gift while maintaining
financial security for you and your family. Bequests, retirement plan designations,
gifts of life insurance, gift annuities, and charitable trusts are just a few types
of planned gifts. These gifts often provide attractive tax advantages and other
financial benefits. Speak to your tax advisor to see what type of gift best benefits
your personal estate plan.
Bequests: For many, this is the most significant gift that can be made. A bequest
removes assets from the donor’s estate and reduces federal taxes.
Retirement Plan Gifts: A donor can make a deferred gift by naming the Agency beneficiary
of his or her retirement plan.
Life Insurance Gifts: A donor can name the Agency as a beneficiary on a life insurance
Gift Annuities: A gift annuity is both a charitable contribution and an investment.
The annuity provides guaranteed fixed income for the donor’s lifetime and/or for
the lifetime of another beneficiary.
Charitable Remainder Trusts: A charitable remainder trust generates income for the
donor that is fixed or that fluctuates with market conditions and the growth of
the trust. Income may continue through the donor’s lifetime or for a set term and
benefit a charity upon death.
Charitable Lead Trusts: A charitable lead trust is for a donor who would like to
give to the Agency, but also wants to pass assets on to family members. The Agency
receives income interest for a period of years, or for a period of someone’s lifetime,
after that time the trust reverts to the donor or the donor’s Beneficiaries.