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Make a Donation  (credit card donations)

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What is Gift Planning What to Give
Gifts that Provide Income Charitable Gift Annuities

Comparing the Benefits

Use the table here to compare at a glance the major features of some of the different giving ideas. Your attorney or other professional advisor can help you in evaluating the benefits. Each person's unique circumstances make different giving plans appealing. 

Gift Method Advantages to Donor Tax Savings
Cash Convenient and accessible Income tax deductible for itemizers up to 50% of adjusted gross income. Any excess is deductible over the next five years.
Appreciated Property Conserves cash for other uses Income tax deductible as above, but up to 30% of adjusted gross income; capital gains tax not incurred; full value of asset is deductible.

 

Gift Method Donor Receives Tax Savings Other Advantages to the Donor
Bequest by Will The satisfaction of knowing that a meaningful gift has been arranged Federal estate tax deduction for amount bequeathed to United Way of Brazoria County Opportunity to make a substantial gift without depleting funds needed during life. May be changed.
Gift Annuity Agreement Fixed annual payments to donor and / or other beneficiary. Rate of payment based on age(s) of annuitant(s) Income tax deduction for part of funds transferred; payments partially tax free for a time Donor or other annuitant receives supplement to income; minimum contribution of $10,000 is required

 

 
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Last modified: June 25, 2008