Planned Giving

Gift Comparison Chart

» If You Would Like to... » Then Consider... » How You May Benefit » Compare
(Max 3)
  • Support today
  • Receive charitable income-tax deduction
 Deduct 100% of the gift value for federal income-tax purposes
  • Support without depleting your cash reserves
  • Avoid capital-gain tax
Provide support to while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
  • Minimize taxes on the transfer of a business you own
  • Provide support for
Receive an income-tax deduction and avoid capital-gain tax
  • Make a significant future gift without affecting your current lifestyle
 Reduce estate and death taxes, and retain control over your assets during your lifetime
  • Leave assets to and your heirs upon your death but you are not sure what to leave to whom
 Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make a significant gift to
  • Retain an income for yourself
 Receive a variable income stream and an immediate income-tax deduction
  • Make a significant gift to
  • Retain an income for yourself
 Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax
  • Use your assets to support today
  • Retain control over the distribution of those assets to heirs
 Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation

Back

© Pentera, Inc. Planned giving content. All rights reserved.
Disclaimer

Let’s connect

Contact the MMRF with any questions or comments—whether you are a patient, caregiver, researcher or clinician, we are always glad to hear from you.



By filling out this form you are agreeing to receiving MMRF communications. You may unsubscribe at any time via your email.