Goals and Benefits

Your Goals

  • Maximize your deduction; minimize the gift details
  • Afford a larger gift to CFVI - and avoid capital gains liability
  • Make a gift for CFVI's future that doesn't affect your cash flow or portfolio now
  • Retain income benefits from the assets you give to CFVI - thus afford a larger gift
  • Reduce high tax liability now; gain additional income later
  • Tap one of the most valuable assets in your portfolio to make a gift to CFVI
  • Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren
  • Avoid capital gains liability on the transfer of a business or partnership interest
  • Locate an overlooked asset that you can easily give to CFVI
  • Make an endowment gift from income rather than capital

Your Strategy

  • Use cash to make your gift to CFVI
  • Give appreciated stock or bonds held over one year
  • Put a bequest in your will (cash, specific property, or a share of the estate residue)
  • Create a charitable gift annuity or a charitable remainder annuity trust or unitrust
  • Establish a deferred gift annuity
  • Use real estate to make your gift to CFVI
  • Create a charitable lead trust which supports programs at CFVI for a fixed, finite period with the principal going to your heirs.
  • Contribute the partnership interest or closely-held stock to CFVI
  • Name CFVI as beneficiary of your retirement plan; leave other assets to family
  • Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

Your Benefits

  • Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on CFVI
  • Buy low and give high - make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax
  • Today - a gift that costs you and your family nothing. Tomorrow - an estate tax deduction
  • Receive income for your lifetime; receive a charitable deduction; diversify your holdings
  • A larger deduction and a higher income rate than other life-income gifts offer
  • 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 freeze the taxable value of growing assets before they pass to your heirs
  • Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked
  • Eliminate income tax on retirement plan assets; free up other property to pass to your heirs
  • Increase your ability to make a significant gift to CFVI