Gift Strategy Chart

»If You Would   Like to...	»Then   Consider...	»How You May   Benefit	»Compare   (Max 3)
Support the Natural History Museum today Receive a charitable income-tax deduction	An outright gift of cash	Deduct 100 percent of the gift value from this year's income-tax liability
Make a larger gift to the Natural History Museum Avoid capital-gain tax	A gift of appreciated stock	Provide increased support to the Natural History Museum while decreasing the cost to you
Make a significant future gift without affecting your current lifestyle	A charitable bequest	Reduce estate and death taxes, and retain control over your assets during your lifetime.
Make a significant gift to the Natural History Museum Retain an income for yourself	A charitable gift annuity	Receive a current income stream and an immediate income-tax deduction
Make a significant gift to the Natural History Museum Retain an income for yourself	A charitable remainder unitrust	Receive a current income stream and an immediate income-tax deduction
Make a significant gift to the Natural History Museum Retain an income for yourself	A charitable remainder annuity trust	Receive a current income stream and an immediate income-tax deduction
Receive a charitable income-tax deduction now Receive income later	A deferred-payment gift annuity	Receive an immediate income-tax deduction and income to begin at a future date you choose
Use your assets to support the Natural History Museum today Retain control over the distribution of those assets to heirs	A charitable lead trust	Freeze value of assets contributed for gift- and estate-tax purposes
Minimize taxes on the transfer of a business you own Provide support for the Natural History Museum	A gift of closely held business stock	Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
Leave assets to the Natural History Museum and your heirs upon your death but you are not sure what to leave whom	Naming the Natural History Museum as a beneficiary of your retirement plan	Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
Make use of assets you may no longer need to support the Natural History Museum	A gift of a paid-up life insurance policy	Immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer