Goals & Gifts

How will you build the best gift? Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. 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 our organization to begin implementing your wishes.

Your Goal

Your Gift

How to Make the 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

The following planned gifts would qualify you as a member of the Wilson Society

Make a revocable gift during your lifetime

Living Trust

Name us beneficiary of assets in a living trust

Control of trust for lifetime; possible estate tax savings

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 the twofold taxation on retirement plan assets

Retirement Plan Gift

Name us as 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 the 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 increased 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, often with reduced gift taxes

For more information please contact Karla Young, Executive Director, at (937) 498-5572, or Jenny Huelskamp, Foundation Marketing Liaison, at (937) 498-5540.

This information is not intended as financial or legal advice. For financial or legal advice, please consult your financial advisor or attorney.