Compare Gifts

Making a planned gift is easy when you know what's available. To help you understand all the differences involved, we've made a simple chart to help you compare, contrast, and understand all the gift types and asset classes available.

For gift annuities, pooled income funds and retained life estates, please contact us to learn about organizations who support these gift types.


Your Goal

Your Gift

  • A gift that pays fixed annual payments.
  • Charitable Gift Annuity
  • A trust that pays fixed annual payments.
  • Charitable Remainder Annuity Trust
  • A trust that pays variable annual payments.
  • Charitable Remainder Unitrust
  • A gift that reduces taxes upon your estate.
  • Charitable Lead Trust
  • Give your home and continue to live there.
  • Retained Life Estate
  • Give retirement assets to help avoid taxes.
  • Retirement Plan Gift
  • A revocable gift upon your death.
  • Bequest in Will
  • Use insurance assets to help avoid taxes.
  • Life Insurance Gift
  • A gift that gives immediate benefits.
  • Gift of Appreciated Property
  • The simplest gift is a gift of cash.
  • Outright Gift
  • Avoid taxes on the sale of real estate.
  • Real Estate Gift


Traci Douglas
Senior Philanthropic Advisor
(513) 768-6135