Appreciated assets

• Personal tax deduction
• Reduction or elimination of capital gains tax

Bequests

• Estate tax deduction or exemption
• Full use of assets

Cash donations

• Income tax deduction

Charitable trusts (lead/remainder)

• Tax savings on assets passed on to family

In-kind gifts

•  Tax deduction based on value of gift

Life estate

• Tax deduction
• Estate tax deduction

Life insurance

• Tax deduction

Planned/deferred gifts

•  Tax deduction
• Capital gains tax avoidance
• Gift tax savings
• Estate tax savings

Private foundations

• Immediate tax deduction
• Remove taxable assets from your estate
• Avoid capital gains taxes on appreciated assets

Real estate

• Charitable tax deduction based on fair market value
• Reduction or elimination of capital gains tax

Securities

• Personal income tax deduction
• Elimination of capital gains tax on increased value of securities