Gift Planning

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(Max 3)

An outright gift of cash

Deduct 100% of the gift value for federal income-tax purposes

Provide support to CGMA while decreasing the out-of-pocket cost to you by avoiding capital-gain tax

Avoid income tax on an RMD and provide current support to CGMA

Receive an income-tax deduction and avoid capital-gain tax

A charitable bequest

Reduce estate and death taxes, and retain control over your assets during your lifetime

Leave assets to CGMA and your heirs upon your death but you are not sure what to leave to whom

Naming CGMA as a beneficiary of your retirement-plan benefits

Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs

Receive a variable income stream and an immediate income-tax deduction

Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax

Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation