Interactive Gift Chart

Match Your Gift to Your Goals

Choosing your goals is the best way to determine which planned giving method will benefit you the most. This table displays the ten goals common to most contributors.

Goal Suggested Options Benefit to You
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To Make an Outright Gift Gift of appreciated property creates charitable deduction for full market value and bypasses capital gains tax. Cash remains the simplest form of a gift. Maximum income tax deduction and immediate benefit for the Lucy Robbins Welles Library. Cash Gifts

Appreciated Securities
To Maintain Flexibility and Control Charitable bequest of property or a portion of your estate through will or revocable trust reduces potential estate tax. There may be significant tax advantages in a charitable bequest or beneficiary designation of retirement plan assets.
A revocable gift allows you to maintain control of assets during your lifetime and may reduce estate tax. Charitable Bequests

Retirement Plan Assets
To Convert Property to Fixed Income
Gift of an annuity trust or gift annuity can provide you or others with fixed income payments while reducing estate taxes. Annuity trust or gift annuity created with appreciated property can also bypass capital gains tax. Immediate income tax savings, Fixed income for life, Current income may be increased, Possible avoidance of capital gains tax.

Life Income Gifts
To Convert Property to Variable Income
Gift to a unitrust made with cash can provide you or others with variable income payments while reducing income and estate tax. Unitrust created with appreciated property can also bypass capital gains tax and provide income to donor. Immediate income tax savings, Variable income for life, Current income may be increased, Possible bypass of capital gains tax.

Life Income Gifts
To Make a Sizable Gift with a Modest Investment
A series of smaller outright gifts can be invested in the permanently endowed fund which will have a lasting impact on LRWL. Gift of life insurance policy allows leverage of premiums into a larger death benefit. A small investment can, over time, have a significant benefit for the Lucy Robbins Welles Library.
Cash Gifts

Appreciated Securities

Life Insurance
To Provide for Heirs (Principal) Charitable lead trust makes gifts to benefit LRWL for a period of years after which assets can be returned to your heirs at greatly reduced tax cost. Tax savings and possible increased income from life income gift can fund life insurance to replace those assets given to the foundation. Benefit the Lucy Robbins Welles Library and leave assets to heirs with reduced estate and gift taxes. Life Income Gifts

Lead Trusts
To Provide for Heirs (Income) You can arrange a life income gift to provide income to your heirs, either now or only upon your death. Provide income to your heirs while you receive tax benefits and control the ultimate use of assets for the benefit of the Lucy Robbins Welles Library. Life Income Gifts
To Make a Gift of Real Estate Make an outright gift for maximum deduction. Make a charitable bequest of real estate to maintain control during your lifetime. Use real estate to fund a unitrust with income for you or others while bypassing capital gains tax.
Use life estate gift to gain tax benefit now while continuing to use your home or farm.
Convert appreciated real estate into support for Lucy Robbins Welles Library and a variety of tax and financial benefits for you. Real Estate
To Make a Gift of Art or Other Items Related to LRWL’s Mission
Make an outright gift for immediate benefit of Lucy Robbins Welles Library.
Make a charitable bequest of property to maintain control during your lifetime.
Outright gift creates immediate income tax deduction. Estate gift may reduce capital gains and estate taxes. Charitable Bequests
To provide you with a fixed income
A charitable remainder annuity trust can be used if your primary goal is a fixed income and long-term inflation is not a concern. The main feature of the charitable remainder unitrust is a variable income. The annuity trust can provide a fixed income. The unitrust provides a potential hedge against inflation.
Charitable Remainder Annuity Trust

Charitable Remainder Unitrust