Planned Giving

Gift Strategy Chart

If You Would Like to... Then Consider... How You May Benefit
  • Support NMH Today
  • Receive charitable income-tax deduction
  • An outright gift of cash Deduct 100% of the gift value from this years income-tax liability
  • Make a larger gift to NMH
  • Avoid capital-gain tax
  • A gift of appreciated stock Provide increased support to NMH while decreasing the cost to you
    Make a significant future gift without affecting your current lifestyle A charitable bequest Reduce estate and death taxes, and retain control over your assets during your lifetime
  • Make a significant gift to NMH
  • Retain an income for yourself
  • A charitable gift annuity, charitable remainder trust Receive a current income stream and an immediate income-tax deduction
  • Receive a charitable income-tax deduction now
  • Receive income later
  • A deferred-payment gift annuity Receive an immediate income-tax deduction and income to begin at a future date you choose
    Leverage the equity in one of your largest assets to support NMH A gift of real estate Receive an income-tax deduction and avoid capital-gain tax while retaining the option to live in your home
  • Use your assets to support NMH today
  • Retain control over the distribution of those assets to heirs
  • A charitable lead trust Freeze value of assets contributed for gift- and estate-tax purposes
  • Minimize taxes on the transfer of a business you own
  • Provide support for NMH
  • A gift of closely held business stock Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
    Leave assets to NMH and your heirs upon your death but you are not sure what to leave whom Naming NMH as a beneficiary of your retirement plan Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
    Make use of an asset you may no longer need to support NMH A gift of a paid-up life insurance policy Immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer

     

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