|

|
Your Goals
|
|
|

|
Your Strategy
|
|
|

|
Your Benefits
|
|
|
Maximize your deduction; make and immediate impact on Winterthur
|
Use cash to make your gift to Winterthur
|
Claim a tax deduction for the full amount of the gift; avoid confusing tax details
|
|
Afford a larger gift to Winterthur and avoid capital gains liability
|
Give appreciated securities or bonds you have owned for more than one year
|
Deduct the full fair market value of the security; avoid the capital gains tax
|
|
Make a gift for Winterthur's future that doesn't affect your cash flow or portfolio now
|
Put a bequest in your will (cash, specific property, or a portion of your estate)
|
Today a gift that costs you and your family nothing
Tomorrow an estate tax deduction
|
|
Recieve the same or more income from an asset, thus affording the opportuinity to make a larger gift to Winterthur.
|
Create a charitable gift annuity, a charitable remainder trust, or make a contribution to a pooled income fund
|
Receive income for your lifetime; receive a charitable deduction; diversify your holdings; make a larger gift to Winterthur
|
|
Reduce high tax liability now; gain additional income later
|
Establish a deferred gift annuity
|
Receive a larger deduction and a higher income rate than those offered by other life-income gifts
|
|
Make a gift that doesn't affect your lifestyle
|
Use real estate to make your gift to Winterthur
|
Avoid capital gains tax; receive an income tax deduction; use a valuable asset that you no longer need
|
|
Reduce gift and estate taxes; control the timing of gifting assets to children and grandchildren
|
Create a charitable lead trust that supports programs at Winterthur for a fixed, finite period with the principal going to your heirs
|
Reduce gift and estate taxes; freeze the taxable value of growing assets before they pass to your family
|
|
Locate an overlooked asset that you can easily give to Winterthur
|
Name Winterthur as beneficiary of your retirement plan
|
Eliminate income tax on retirement plan assets; free up other property to pass on to your heirs
|
|
Make an endowment gift from income rather than capital
|
Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need
|
Increase your ability to make a significant gift to Winterthur; receive a charitable deduction for tax purposes
|