Planned Giving Home /
Gift Strategy Chart

If You Would Like to... Then Consider... How You May Benefit Compare (Up to 3)
  • Support Martin Memorial today
  • Receive charitable income-tax deduction
An outright gift of cash Deduct 100 percent of the gift value from this year's income-tax liability
  • Make a larger gift to Martin Memorial
  • Avoid capital-gain tax
A gift of appreciated stock Provide increased support to Martin Memorial while decreasing the cost to you
  • Make a significant future gift without affecting your current lifestyle
A charitable bequest Reduce estate and death taxes, and retain control over your assets during your lifetime.
  • Make a significant gift to Martin Memorial
  • Retain a guaranteed, fixed income for yourself
A charitable gift annuity Receive a current income stream and an immediate income-tax deduction
  • Make a significant gift to Martin Memorial
  • Retain an income for yourself that may grow over time
A charitable remainder unitrust Receive a current income stream and an immediate income-tax deduction
  • Make a significant gift to Martin Memorial
  • Retain an income for yourself
A charitable remainder annuity trust Receive a current income stream and an immediate income-tax deduction
  • Receive a charitable income-tax deduction now
  • Receive income later
A deferred-payment gift annuity Receive an immediate income-tax deduction and income to begin at a future date you choose
  • Leverage the equity in one of your largest assets to support Martin Memorial
A gift of real estate Receive an income-tax deduction and avoid capital-gain tax while retaining the option to live in your home
  • Use your assets to support Martin Memorial today
  • Retain control over the distribution of those assets to heirs
A charitable lead trust Freeze value of assets contributed for gift- and estate-tax purposes
  • Minimize taxes on the transfer of a business you own
  • Provide support for Martin Memorial
A gift of closely-held business stock Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
  • Leave assets to Martin Memorial and your heirs upon your death but you are not sure what to leave whom
Naming Martin Memorial as a beneficiary of your retirement plan Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make use of an asset you may no longer need to support Martin Memorial
A gift of a paid-up life insurance policy Immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer

     

As you read through this section, please feel free to contact Foundation Vice President Rusty Brink, CFP, phone 772-223-5635 (or e-mail rbrink@mmhs-fla.org) if you have any questions or need additional information.