Gift Planning

Gift Comparison Chart

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(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
  • 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


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1151 Tower Boulevard

Lake Wales, Florida 33853


Sponsored in part by the State of Florida,
Department of State, Division of Cultural Affairs,
and Visit Central Florida.
A copy of the official registration and financial information may be obtained from the Division of Consumer Services by calling toll-free within the state. 1-800-435-7352. registration does not imply endorsement, approval, or recommendation by the state. Charitable Registration Number: CH1161

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