Ways to Give
| Your Gift | Your Goal | How to Make the Gift | Your Benefits |
|---|---|---|---|
| Bequest | Defer a gift until after your lifetime. | Name DTS in your will or living trust. (Designate a specific amount, percentage or a share of the residue.) | • donation exempt from federal estate tax • control of your assets for your lifetime |
| Outright Gift of Cash | Make a quick and easy gift. | Simply write a check or make a cash donation now. | • immediate income tax deduction • removes property from estate |
| Outright Gift of Securities | Avoid tax on capital gains. | Contribute long-term appreciated stock or other securities. | • immediate charitable deduction • avoidance of capital gains tax |
| Outright Gift of Personal Property | Share your enjoyment of a collection or other personal items. | Donate tangible personal property related to our tax-exempt function. | • Charitable deduction based on the full market value |
| Gift of Retirement Assets | Avoid the twofold taxation on IRAs or other employee benefit plans. | Name DTS as the beneficiary of the remainder of the assets after your lifetime. | • Allows you to make the gift from the most highly taxed assets, leaving better assets for family |
| Gift of Life Insurance | Make a large gift with little cost to yourself. | Change ownership on a life insurance policy you no longer need. | • current income tax deduction • possible future deductions through gifts to pay policy premium |
| Retained Life Estate | Give your personal residence or farm now, but continue to live there. | Designate ownership of your home to DTS, but retain occupancy. | • valuable charitable income tax deduction • lifetime use of residence |
| Gift of Real Estate | Make a gift of property no longer needed and generate income tax deduction. | Donate the property to DTS. | • immediate income tax deduction • reduction or elimination of capital gains tax |
| Charitable Remainder Trust | Secure a fixed and often increased income, or create a hedge against inflation. | Create a trust that pays income annually; principal is retained for charitable organization(s). | • variable or fixed income for life • immediate income tax charitable deduction |
| Charitable Lead Trust | Reduce gift and estate taxes on assets you pass to children or grandchildren. | Create a charitable trust that pays fixed or variable income to DTS for a specific term of years; principal is retained for family/friends. | • reduces your taxable estate • property kept by your family, often with reduced gift taxes |
| Charitable Gift Annuity* | Supplement income with steady payments that are partially tax-free. | Establish a charitable gift annuity contract with DTS that pays a fixed amount for life. | • current and future savings on income taxes • fixed payments for life for one or two individuals |
* Not available in all states
