Give - Juniata Scholarship Fund

Estate Planning Strategies Chart

Which gift is best suited for you?

You should make sure your gift fits with your overall goals.

If Your Goal Is To: Your Best Option Is: Your Benefits Will Be:
Retain full control of assets during your lifetime A bequest in will or living trust Retaining control of your assets during your lifetime and receiving an estate tax deduction
Convert property to a higher income level and receive guaranteed payments for life A charitable gift annuity Receiving an income tax deduction and guaranteed fixed payments for life, with payments partly tax-free
Convert property to a higher income level, diversify assets, and receive income payments A charitable remainder trust Receiving an income tax deduction and avoiding capital gains tax when your highly appreciated assets are diversified to produce additional income for you
Convert property to a higher income level and defer income payments until later A deferred charitable gift annuity Receiving an income tax gift annuity deduction and future payments
Make a current gift to Juniata while reducing or eliminating gift and estate taxes on assets transferred to family A charitable lead trust Passing assets on to your family with minimal or no gift or estate taxes
Avoid double taxation on IRAs, Section 401(k) plans, or defined contribution plans A retirement plan naming Juniata as the beneficiary at death Retaining control of your assets during your lifetime and avoiding estate and income taxes on your retirement plan
Avoid capital gains tax on the sale of a home or other real estate A gift of real estate to Juniata Receiving an income tax deduction and avoiding capital gains tax
Avoid tax on capital gains realized on marketable securities A gift of appreciated marketable securities to Juniata Receiving an income tax deduction and avoiding capital gains tax