Financial Goals

Financial Goals

Outright Gift

Charitable Tax Deduction

Create income

Remove Assets from Taxable Estate

Pass Assets to Heirs

Wealth replacement

Gift Plan

Bequest in a will

X (estate tax)

Life insurance

X

X

IRA or pension fund

X

X

X

Charitable gift annuity

X

X

X

X

Charitable remainder annuity trust

X

X

X

X

Save on estate tax

Charitable lead trust

X

X

Save on estate tax

Charitable remainder unitrust

X

X

X

X

Save on estate tax

Home or land with reserved life estate

X

X

X

Federal transfer tax savings