Gift Comparison Chart

» If You Would Like to...	» Then Consider...	» How You May Benefit	» Compare (Max 3)
Support without depleting your cash reserves Avoid capital-gain tax	A gift of appreciated stock	Provide support to while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
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
Leave assets to and your heirs upon your death but you are not sure what to leave to whom	Naming as a beneficiary of your retirement-plan benefits	Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
Use your assets to support today Retain control over the distribution of those assets to heirs	A nongrantor charitable lead trust	Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation