|
Your Goals
|
Your Strategy
|
Your Benefits
|
|
Maximize your deduction; minimize the gift details
|
Use cash to make your gift to Accion
|
Claim your deduction against a larger portion of your adjusted gross income and make an immediate impact on Accion
|
|
Afford a larger gift to Accion – and avoid capital gains liability
|
Give appreciated stock or bonds held over one year
|
Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax
|
|
Make a gift for Accion's future that doesn't affect your cash flow or portfolio now
|
Put a bequest in your will (cash, specific property, or a share of the estate residue)
|
Today – a gift that costs you and your family nothing. Tomorrow – an estate tax deduction
|
|
Retain income benefits from the assets you give to Accion – thus afford a larger gift
|
Create a charitable remainder annuity trust or unitrust
|
Receive income for your lifetime; receive a charitable deduction; diversify your holdings
|
|
Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren
|
Create a charitable lead trust which supports programs at Accion for a fixed, finite period with the principal going to your heirs.
|
Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family
|
|
Avoid capital gains liability on the transfer of a business or partnership interest
|
Contribute the partnership interest or closely-held stock to Accion
|
Avoid capital gain liability, receive an income tax deduction, and utilize a gift asset you may have overlooked
|
|
Locate an overlooked asset that you can easily give to Accion
|
Name Accion as beneficiary of your retirement plan; leave other assets to family
|
Eliminate income tax on retirement plan assets; free up other property to pass to your heirs
|
|
Make an endowment gift from income rather than capital
|
Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need
|
Increase your ability to make a significant gift to Accion
|