Your Goals
|
Your Strategy
|
Your Benefits
|
Maximize your
deduction; minimize the
gift details
|
Use cash to make your
gift to the Red Cross
|
Claim your deduction
against a larger portion
of your adjusted gross
income and make an
immediate impact on the
Red Cross
|
Afford a larger gift to the
Red Cross – 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
|
Make a gift for the Red
Cross '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
|
Retain income benefits
from the assets you give
to the Red Cross – thus
afford a larger gift
|
Make a contribution to
our pooled income fund.
Create a charitable gift
annuity or a charitable
remainder annuity trust
or unitrust
|
Receive income for your
lifetime; receive a
charitable deduction;
diversify your holdings
|
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
|
Tap one of the most
valuable assets in your
portfolio to make a gift
to the Red Cross
|
Use real estate to make
your gift to the Red
Cross
|
Avoid capital gains tax,
receive an income tax
deduction – and have
the option of a gift that
doesn't affect your
lifestyle
|
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 Red
Cross 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
|
Avoid capital gains
liability on the transfer of
a business or
partnership interest
|
Contribute the
partnership interest or
closely-held stock to the
Red Cross
|
Avoid capital gain
liability, receive an
income tax deduction,
and utilize a gift asset
you may have
overlooked
|
Locate an overlooked
asset that you can
easily give to the Red
Cross
|
Name the Red Cross 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
|
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 Red Cross
|
