When to Give Different Gifts
Giving options best suited for individuals younger than 60 years old include:
- Direct Gifts of Cash and/or Securities
- Charitable Remainder Unitrust Gifts
- Charitable Bequest Gifts
- Deferred Charitable Gift Annuity Gifts
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
After turning 60, some additional ways to support Friars of the Atonement can be attractive:
- Charitable Gift Annuity Gifts
- Retirement Plan Gifts
- Direct Gifts of Cash and/or Securities
- Charitable Remainder Unitrust Gifts
- Charitable Remainder Annuity Trust Gifts
- Charitable Bequest Gifts
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.
We would encourage exploring these giving options for those over 70:
- Charitable Gift Annuity Gifts
- Charitable Bequest Gifts
- Retirement Plan Gifts
- Charitable Remainder Annuity Trust Gifts
- Real Estate Gifts
- Direct Gifts of Cash and/or Securities
- Gifts of Life Insurance Policies
The U.S. Treasury Department and Internal Revenue Regulations encourage charitable giving by allowing generous tax savings for individuals who make gifts in accordance with approved giving programs.