Your strategy: Use cash to make your gift to Wasatch.
Your benefits: Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on Wasatch.
Your strategy: Give appreciated securities or bonds held over one year.
Your benefits: Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax.
Your strategy: Put a bequest in your will (cash, specific property, or a share of the estate residue).
Your benefits:
Today – a gift that costs you and your family nothing.
Tomorrow – an estate tax deduction.
Your strategy: Make a contribution to a Wasatch Pooled Income Fund, or create a charitable gift annuity or a charitable remainder trust.
Your benefits: Receive income for your lifetime; receive a charitable deduction; diversify your holdings.
Your strategy: Establish a deferred gift annuity.
Your benefits: A larger deduction and a higher income rate than our other life-income gifts offer.
Your strategy: Use real estate to make your gift to Wasatch.
Your benefits: Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle.
Your strategy: Create a charitable lead trust which supports programs at Wasatch for a fixed, finite period with the principal going to your heirs.
Your Benefits: Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family
Your strategy: Name Wasatch as beneficiary of your retirement plan, leave other assets to family.
Your benefits: Eliminate income tax on retirement plan assets; free up other property to pass to your heirs.
Your strategy: Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need.
Your benefits: Increase your ability to make a significant gift to Wasatch.