Giving Your Way

Presented below are a few common charitable giving scenarios. The best way to realize your objective depends on your goal.

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

317-284-0210
Steve.Vedra@delts.org

Make a flexible gift that lets you alter or revoke your gift if you need or want to change your mind

  • Charitable Bequest. A bequest is simple and direct and can be formally changed should you want or need to do so.
  • Life Insurance. Designate a beneficiary now and change it later if your plans change.
Best Ways to Realize My Objective…
  • In your will, designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs
  • Make us the beneficiary of life insurance you no longer need.


Make a gift that costs you nothing today and can be altered or revoked if your plans change

  • Charitable Bequest: A Gift in Your Will. A bequest is simple and direct and can be changed should you want or need to do so.
Best Way to Realize my Objective…
  • Designate a specific asset, a specific sum of money, a percentage of your estate, or what remains of your estate after you’ve provided for all other heirs.

Make a gift that pays you an income, now

  • Gift Annuity. A simple way to make a charitable gift and receive an income.
  • Charitable Remainder Trust. Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…

Securities. Transfer appreciated assets (stocks, bonds).

Real Estate. Some real estate will qualify. Talk to us.

Make a gift that provides supplemental retirement income

  • Gift Annuity. A simple way to give and receive an income.
  • Charitable Remainder Trust. Generate income with a trust. Asset requirements are greater than with a gift annuity.
Best Assets to Realize My Objective…
  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Talk to us.

Make a gift that reduces current income tax

  • Outright Gifts or Planned Gifts. Both outright gifts and planned gifts (charitable gift annuities, charitable remainder trusts) reduce current income tax.
Best Assets to Realize My Objective…
  • Cash. Cash is easy. Write a check.
  • Securities. Transfer appreciated assets (stocks, bonds).
  • Real Estate. Some real estate will qualify. Talk to us.

Make a gift from your IRA

  • Gift Option: The IRA Charitable Rollover, A qualified charitable distribution from your IRA—available to IRA owners age 70½ or over.
Best Way to Realize My Objective…
  • Must be a transfer directly from the IRA to the charity.
  • No tax deduction, but gift counts toward RMD and no tax is due.
  • Gift up to $100,000 qualifies for favorable tax treatment.