| If your goal is to … |
you can … |
with these benefits … |
| Avoid capital gains taxes now on the sale of appreciated securities or property. |
Contribute the securities or property to HPPR. |
Avoid the capital gains tax and receive a charitable income tax deduction. |
| Defer a gift until after your lifetime. |
Make a bequest in your will to HPPR of cash, specific property, or a share of the residue of your estate. |
Fully exempt the value of the bequest from federal estate tax. |
| Make a large gift at little current cost. |
Donate a life insurance policy to HPPR that you no longer need for family or business security or make HPPR the policy’s beneficiary. |
Receive tax deductions for donating a policy or avoid future estate taxes by making HPPR the beneficiary. |
| Avoid the twofold taxation on IRA or other retirement plan assets. |
Arrange a retirement plan death benefit so that assets remaining in an IRA or other qualified plan after your lifetime are left to HPPR. |
HPPR receives the remaining assets of the retirement plan tax-free and members of your family can be left other assets that carry less tax liability. |
| Receive a guaranteed fixed income that is partially tax-free. |
Create an immediate charitable gift annuity or a deferred charitable gift annuity. |
Receive an immediate income tax deduction, avoid potential capital gains taxes and future estate taxes, and secure a stable source of income for life that is partially tax free. |
| Secure a fixed life income that avoids market risks while helping HPPR in the future. |
Create a charitable remainder annuity trust that pays a set income to you or family members for life with the assets going to HPPR at the trust's conclusion. |
Receive tax benefits and potentially boost the rate of return for your fixed income. |
| Provide a life income with a hedge against inflation over the long term. |
Create a charitable remainder unitrust that pays a variable income to you or family members for life with the assets going to HPPR at the trust's conclusion. |
Receive tax benefits and a variable income for life, which can increase if the assets appreciate. |
| Donate your personal residence or farm, but retain its use for your lifetime. |
Arrange a retained life estate contract, which transfers the title to your home, second home or farm to HPPR while you retain the right to use the property. |
Receive a charitable tax deduction equal to the property's fair market value while keeping the right to use the property for your lifetime. |
| Provide HPPR with income for a period of years but retain assets for yourself or your heirs. |
Create a charitable lead trust that pays a fixed or variable income to HPPR for a set term and then passes the income to heirs. |
Transfer assets to heirs at significantly reduced gift and estate tax costs. |