Your Goal |
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Your Strategy |
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Your Benefits |
Make a gift for AFA’s future that costs you nothing now. |
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Include a gift from your will or trust (cash, specific property, or a share of the estate). |
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A great way to help AFA build financial strength and provide resources that maintain our traditions. |
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Avoid capital gains liability and take an income tax deduction. |
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Use appreciated securities instead of cash to make your gift. |
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Buy low and give high — while avoiding capital gains tax. |
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Leave more of your estate to your heirs. |
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Name AFA as beneficiary of your retirement plan, and leave less-taxed assets to family. |
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Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs. |
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Continue to receive benefits back from the assets you give to AFA — and thus make a larger gift. |
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Create a life income plan like a charitable remainder trust.
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Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
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Create a long-term gift that won't draw funds from your estate. |
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Create a new life insurance policy, or donate a paid-up policy of coverage you no longer need. |
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Increase your ability to make a significant gift to AFA. |
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Reduce gift and estate taxes and leave more of your assets to your heirs. |
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Create a charitable lead trust to pay income to AFA for a fixed time, then pay the remainder to your heirs. |
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Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family. |
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Tap one of the most valuable assets in your portfolio to make a gift to AFA. |
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Use real estate to make your gift to AFA. |
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Avoid capital gains tax, receive an income tax deduction — and have the option of a gift that doesn't affect your lifestyle. |
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Compare Gift Plans
Glossary