Your Goals |
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Your Strategy |
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Your Benefits |
Make a gift for IHM’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 IHM 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 IHM 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 IHM — and thus make a larger gift. |
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Make a contribution to a pooled income fund. Create a life-income plan like a charitable gift annuity or a charitable remainder annuity trust or charitable remainder unitrust.
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Receive income for your lifetime, receive a charitable deduction, and diversify your holdings. |
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Reduce high tax liability now; gain additional income later. |
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Establish a deferred gift annuity. |
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Receive a larger deduction and a higher income rate than an immediate payment annuity. |
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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 IHM. |
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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 IHM 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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Glossary