Compare Gifts

Compare Gifts

Confused by all the different types of giving? Let this simple chart make life easier by comparing possible outcomes and types of assets.

	Your Goal	Your Gift	Select Up to 3 Gifts to Compare
Partnership Gifts
	Secure a fixed and often increased income.	Charitable Remainder Annuity Trust
	Supplement income with fixed annual payments.	Charitable Gift Annuity
	Reduce gift and estate taxes on assets passing to heirs.	Charitable Lead Trust
	Create a hedge against inflation over the long term.	Charitable Remainder Unitrust
	Supplement income with variable payments.	Pooled Income Fund
Estate Gifts
	Defer a gift until after your lifetime.	Bequest in Will or Living Trust
	Avoid the twofold taxation on retirement plan assets.	Retirement Plan Gift
	Make a large gift at little or no cost to yourself.	Life Insurance Gift
Lifetime Gifts
	Make a quick and easy gift of appreciated property.	Outright Gift of Appreciated Property
	Avoid capital gains tax on the sale of a home or other real estate.	Real Estate Gift
	Make a quick and easy gift of cash.	Outright Gift of Cash
	Give your personal residence or farm, but continue to live there.	Retained Life Estate

Comparisons are for example purposes only. Gift specifics and appropriate dollar amounts may vary. The information on this site is not intended as legal or tax advice. For such advice, please consult an attorney or your tax professional.

Villa Duchesne Oak Hill School: Sacred Heart Education since 1929
801 South Spoede Road • St. Louis, MO 63131 • Phone: (314) 432-2021 • Fax: (314) 432-0199
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