| If You Would Like to: | Then Consider: | How You May Benefit: |
| • Support the Archdiocese today • Receive charitable income-tax deduction | An outright gift of cash | Deduct 100% of the gift value for federal income-tax purposes |
| • Support the Archdiocese without depleting your cash reserves • Avoid capital-gain tax | A gift of appreciated stock | Provide support to the Archdiocese while decreasing the out-of-pocket cost to you by avoiding capital-gain tax |
| • Minimize taxes on the transfer of a business you own • Provide support for the Archdiocese | A gift of closely held business stock | Receive an income-tax deduction and avoid capital-gain tax |
| • Make a significant future gift without affecting your current lifestyle | A charitable bequest | Reduce estate and death taxes, and retain control over your assets during your lifetime |
| • Leave assets to the Archdiocese and your heirs upon your death but you are not sure what to leave to whom | Naming the Archdiocese as a beneficiary of your retirement-plan benefits | Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs |
| • Make a significant gift to the Archdiocese • Retain an income for yourself | A charitable gift annuity | Receive a current income stream and an immediate income-tax deduction |
| • Receive a charitable income-tax deduction now • Receive income later | A deferred-payment gift annuity | Receive an immediate income-tax deduction and income to begin at a future date you choose |
| • Make a significant gift to the Archdiocese • Retain an income for yourself | A charitable remainder unitrust | Receive a variable income stream and an immediate income-tax deduction |
| • Make a significant gift to the Archdiocese • Retain an income for yourself | A charitable remainder annuity trust | Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax |
| • Use your assets to support the Archdiocese today • Retain control over the distribution of those assets to heirs | A nongrantor charitable lead trust | Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation |
© Pentera, Inc. Planned giving content. All rights reserved.