Gift Comparison List

Our simple comparison list is a great first step in helping you think about what type of contribution fits your charitable goals. Compare gifts below and click on a gift type for more information.  

Bequest
Benefit: Costs nothing today; potential estate tax deduction  
Who it's for: People who are committed to Lucile Packard Children's Hospital Stanford or child health programs at Stanford School of Medicine and who wish to make a gift that does not impact current cash flow.  
Assets that can fund a gift: Cash, securities, other appreciated assets

Beneficiary Designation
Benefit: Avoid excessive taxes; pass more money to heirs; easy gift to make    
Who it's for: People who want to pass assets to heirs but who want to potentially reduce future estate or gift taxes    
Assets that can fund a gift: IRA, 401k, retirement assets, or life insurance

Charitable Gift Annuities
Benefit: Receive income for life; immediate tax deduction    
Who it's for: People who would like the financial benefit of a steady income for life.    
Assets that can fund a gift: Cash, marketable securities

Deferred Charitable Gift Annuities
Benefit: Receive income for life; immediate tax deduction    
Who it's for: People who would like an immediate tax benefit and who are interested in future income    
Assets that can fund a gift: Cash, marketable securities

Charitable Remainder Trust
Benefit: Receive income for life; avoid capital gains; income tax deduction
Who it's for: People who have appreciated assets and want to avoid capital gains while enjoying income
Assets that can fund a gift: Cash, securities, real estate, other appreciated assets

Charitable Lead Trust
Benefit: Estate tax or gift tax benefits    
Who it's for: People who want to pass assets to heirs but who want to potentially reduce future estate or gift taxes    
Assets that can fund a gift: Cash, securities, real estate, retirement assets, or life insurance

Retained Life Estate
Benefit: Immediate tax deduction, plus possible estate tax savings    
Who it's for: People who want to be able to use their property for the rest of their lives, but who need current tax benefits    
Assets that can fund a gift: Real estate (primary residence or vacation home)