Gift Plan Highlights

There are many gift plans available to donors. The most popular options are listed in this helpful Gift Plan guide, along with the benefit(s) of each option. This guide may also be easily printed for your convenience.

Please contact Steve Vedra, Vice President of Development, if you have questions and/or would like to discuss your charitable gift interests.

Office: (317) 284-0210
Steve.Vedra@delts.org

Gift of Cash

  • simple and straightforward
  • reduce income tax
  • minimize or avoid estate tax

Gift of Appreciated Securities

  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax

Gift of Real Estate

  • a significant gift that creates a significant income tax deduction
  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax

Gift of Retirement Plan Assets

  • a popular way to make a testamentary gift
  • minimize or avoid estate tax

Gift of Collectibles

  • in the right situation, the full value of the collectible can be deducted
  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax

Gift in Your Will (Bequest)

  • possible estate tax benefits that build your legacy
  • minimize or avoid estate tax

Living Trust

  • you name the charitable beneficiary when the trust terminates
  • minimize or avoid estate tax

Charitable Remainder Annuity Trust (CRAT)

  • pays a fixed amount every year to beneficiaries and provides a deduction to the donor
  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax
  • provide income

Charitable Remainder Unitrust (CRUT)

  • pays an amount every year to beneficiaries and provides a deduction to the donor
  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax
  • provide income

Charitable Lead Trust (CLT)

  • a CLT makes it possible to give to charity now and transfer wealth to heirs
  • minimize or avoid estate tax
  • may or may not avoid capital gains tax

Remainder Interest in Real Estate

  • creates a deduction while you continue to live in your home
  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax

Charitable Gift Annuity (CGA)

  • dual benefits… a deductible gift and an annuity
  • reduce income tax
  • minimize or avoid estate tax
  • may or may not avoid capital gains tax
  • provide income

Donor Advised Fund

  • lets you set up an account with an outright gift and make grant recommendations
  • reduce income tax
  • minimize or avoid estate tax
  • avoid capital gains tax

Life Insurance

  • opportunity to make a sizable gift at a lower cost to you
  • reduce income tax
  • minimize or avoid estate tax

Wealth Replacement

  • give to charity now and benefit heirs by replacing donated assets with life insurance
  • minimize or avoid estate tax
  • replace asset given to charity