Northshore Legacy

Gift Comparison Guide

If You Would Like to…
Then Consider…
How You May Benefit…
If You Would Like to…
Support Northshore Schools Foundation today or Receive a charitable income-tax deduction.
Then Consider…
An outright gift of cash
How You May Benefit…
Deduct 100% of the gift value for federal income-tax purposes.
If You Would Like to…
Support Northshore Schools Foundation without depleting your cash reserves or Avoid capital-gain tax.
Then Consider…
A gift of appreciated stock
How You May Benefit…
Decrease your out-of-pocket costs by avoiding capital-gain tax while providing support to the Northshore Schools Foundation.
If You Would Like to…
Minimize taxes on the transfer of a business you own.
Then Consider…
A gift of closely held business stock
How You May Benefit…
Receive an income-tax deduction and avoid capital-gain tax.
If You Would Like to…
Make a significant future gift without affecting your current lifestyle.
Then Consider…
A charitable bequest
How You May Benefit…
Reduce estate and death taxes, and retain control over your assets during your lifetime.
If You Would Like to…
Leave assets to your heirs and to Northshore Schools Foundation upon your death, even if you are not sure what to leave to whom.
Then Consider…
Naming Northshore Schools Foundation as a beneficiary of your retirement-plan benefits
How You May Benefit…
Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs.
If You Would Like to…
Make a significant gift to Northshore Schools Foundation or retain an income for yourself.
Then Consider…
A charitable gift annuity
How You May Benefit…
Receive a current income stream and an immediate income-tax deduction.
If You Would Like to…
Receive a charitable income-tax deduction now or receive income later.
Then Consider…
A deferred-payment gift annuity
How You May Benefit…
Receive an immediate income-tax deduction and income to begin at a future date that you choose.
If You Would Like to…
Make a significant gift to Northshore Schools Foundation or retain an income for yourself.
Then Consider…
A charitable remainder unitrust
How You May Benefit…
Receive a variable income stream and an immediate income-tax deduction.
If You Would Like to…
Make a significant gift to Northshore Schools Foundation or retain an income for yourself.
Then Consider…
Retain an income for yourself.
How You May Benefit…
Receive a fixed-income stream and an immediate income-tax deduction while avoiding capital-gain tax.
If You Would Like to…
Use your assets to support Northshore Schools Foundation today or retain control over the distribution of those assets to heirs.
Then Consider…
A non-grantor charitable lead trust
How You May Benefit…
Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation.