Shortcuts
Tax-Wise Strategies
Where do you want to go? Select the gift plans that interest you to learn more about how they can help you meet your goals.
Bequests
Did you know that this most fundamental planned gift delivers critically important support to Children's every year? Read descriptions of the various types of charitable bequests, plus sample bequest language.
Charitable Gift Annuities
Did you know that our simplest life-income gift also delivers the highest annual payments and significant tax benefits for you?
In return for your gift, Children's pays you an annuity; you receive an income tax deduction, avoid upfront capital gains tax on your gift transfer, and pay no income tax on part of the payments you receive from Children's.
Deferred Gift Annuities
Did you know that there is a life-income gift designed to build younger donors' retirement earnings? Deferring the start of your annuity until retirement or later gives you a large income tax deduction now and an additional source of income when you need it later.
Charitable Remainder Unitrusts
Did you know that this powerful life-income gift is our most creative planning tool for donors? The unitrust pays you a fixed percentage of principal and reinvests excess income.
You have flexibility in determining who will manage the unitrust, the length of the income payout and the number of income beneficiaries, and which assets will be placed into the trust.
Charitable Remainder Annuity Trusts
Did you know that you can combine flexible management of your gift with a predictable fixed-income payout? The annuity trust is individually managed, and can pay fixed income for life or a term of years to multiple beneficiaries.
Charitable Lead Trusts
Did you know that one gift plan reduces the cost of transferring assets to your family – while delivering immediate benefits to Children's? The lead trust holds appreciating assets for a term and pays income to Children's, then passes the principal to your family.
This gift plan freezes the taxable value of appreciating assets but passes on to your family the full market value after the period of income to Children's.
Retained Life Estates
Did you know that you can give Children's your house and continue to live there rent-free? Learn the tax details here.
Charitable Bargain Sales
Did you know that this part-gift/part-sale transaction gives you a charitable deduction plus cash to purchase other property? Details on this creative gift plan are here.
Donor Advised Fund
Did you know that we offer a gift plan that combines and simplifies the administration of all your charitable giving?
Here's how to set up a single gift fund that makes charitable grants to us and to other charities, without the legal and tax complexities of a private foundation or the expenses of a commercial gift fund.
This is not professional tax or legal advice. Donors must consult their tax and legal advisors regarding their specific situation.