Whether you want to eliminate taxes or benefit from an increased income stream, there is a gift to fit every objective. And, no matter how or what you give, you will be helping provide assistance to people with cancer; your gift will be very much appreciated.
The following chart provides some examples of gifts for various goals. After determining which type of gift is right for you, meet with your financial advisor, email us or call our office at 805.379.4777 for more information and 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 |
| 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, 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 |
I'm interested in planned giving and would like more information: