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1701 North State Street Jackson, MS 39210-0001 (800)352-1050 (601)974-1000
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Planned Giving Overview Table
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Gifting Strategy |
Primary Uses/Benefits |
| Gift of Appreciated Assets | Income tax savings, avoids capital gains tax, estate tax savings. Easier than making a cash gift. |
| Charitable Gift Annuity | Fixed income for life - partial tax-free, income tax deduction, simple contract, estate tax savings |
| Charitable Remainder Annuity Trust | Avoids capital gains tax, fixed income for life or term of years, income tax deduction, flexible payout rate, estate tax savings, diversity investments |
| Charitable Remainder Unitrust | Avoids capital gains tax, variable income for life or term of years, income tax deduction, flexible payout rate, estate tax savings, diversity investments |
| Charitable Lead Trust | Significant gift and/or estate tax savings; transfer assets to heirs at reduced estate costs; provide future inheritance to grandchildren |
| Gift of Life Insurance | Low cost gift, income tax deduction |
| Retained Life Estate | Income tax deduction, retain the use of gifted asset for life, estate tax savings |
| Bequest of IRA or Retirement Plan at Death | Escapes income and estate tax on plan proceeds which can consume 60-75% of plan assets |
For more information on how a particular technique works, click on any of the links for a more in-depth explanation.
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