Lifetime Gift Ideas

Guide to find the right gift for your goals

 

Goal	Your Gift	How you make the gift	Your Benefits
Defer a gift until after your lifetime.	Bequest in Will or Living Trust	Name Facing Our Risk of Cancer Empowered (FORCE) in your will or revocable living trust (designate a specific amount, a percentage or share of the residue).	+ control of asset for your lifetime + donation exempt from future federal estate tax
Eliminate tax on capital gains.	Securities	Contribute long-term appreciated stock or other securities.	+ immediate charitable deduction of full fair market value + elimination of capital gains taxes
Make a large gift with little cost to yourself.	Life Insurance	Contribute a life insurance policy you no longer need.	+ current income tax deduction + possible future deductions through gifts to pay policy premiums
Eliminate the twofold taxation on IRAs or other qualified retirement plans.	Retirement Assets	Name FORCE as the beneficiary of the balance left after your lifetime using the plans beneficiary form.	+ contribute from the most highly taxed assets, leaving more for family + elimination of income and estate taxes
Make a gift of an asset no longer needed and generate an income tax deduction.	Real Estate	Donate the property to FORCE, or sell it to us at a bargain price.	+ immediate income tax deduction +reduction or elimination of capital gains tax

Please note: The information on this planned giving guide is not intended as legal advice. For legal advice, please consult an attorney. Examples cited are for hypothetical purposes only and are subject to change. References to estate and income taxes include federal taxes only. State income/estate taxes or state laws may impact your results.