Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And no matter how or what you give, rest assured that you will be helping out a cause close to your heart. The following chart details a gift vehicle for every goal. After determining the gift that is right for you, meet with your financial advisor or Alley Cat Allies to begin implementing your wishes. Please call Elise Ravenscroft at 240-482-1983 or email eravenscroft@alleycat.org for more information.
| Your Goal |
Your Gift |
How to Make
Your Gift |
Your Benefits |
Make a Quick and Easy Gift |
Outright Gift |
Donate cash, securities or personal property |
Income tax deduction; avoidance of any capital gains tax |
Defer a Gift Until After Your Lifetime |
Bequest in Will |
Name us in your will |
A donation exempt from federal estate taxes |
Make a Large Gift with Little Cost to Yourself |
Life Insurance Gift |
Give a policy with us as owner and beneficiary |
Current income tax deduction; possible future deductions |
Avoid a Twofold Taxation on Retirement Plan Assets |
Retirement Gift Plan |
Name us a beneficiary of the remainder of the assets after your lifetime |
Avoidance of heavily taxed gift to heirs, allowing less costly gifts |
Avoid Capital Gains Tax on Sale of a Home or Other Real Estate |
Real Estate Gift |
Donate the property to us, or sell it to us at a bargain price |
Immediate income tax deduction and avoidance of capital gains tax |
Give Your Personal Residence or Farm, But Continue to Live There |
Retained Life Estate |
Designate the ownership of your home to us, but retain occupancy |
Charitable income tax deduction and lifetime use of home |
Secure a Fixed and Often Iincreased Income |
Charitable Remainder Annuity Trust |
Create a charitable trust that pays you a set income annually |
Immediate income tax deduction and fixed income for life |
Create a Hedge Against Inflation Over the Long Term |
Charitable Remainder Unitrust |
Create a trust that pays a percentage of the trust’s assets, valued annually |
Immediate income tax deduction, annual income for life that has potential to increase |
Supplement Income with Fixed Annual Payments |
Charitable Gift Annuity |
Enter a contract with us, in which we’ll pay you fixed payments annually |
Current and future savings on income taxes; fixed payments for life |
Reduce Gift and Estate Taxes on Assets Passing to Heirs |
Charitable Lead Trust |
Create a trust that pays a fixed or variable income to us for a set term, and then passes to heirs |
Reduced size of taxable estate; keeps property in family and often with reduced gift taxes. |
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