Not sure what gift suits you best? Consult our Giving Guide, below, or contact us at (212) 479-3300 for assistance.
| Your Goal | Your Gift | How to Make the Gift | Your Benefits |
|---|---|---|---|
| Make a quick and easy gift | Outright gift | Donate cash, securities, or personal property | Income tax deduction; avoidance of any capital gains tax |
|
Make a revocable gift during your lifetime |
Living trust | Name UHAB beneficiary of assets in a living trust | Control of trust for lifetime; possible estate tax savings |
| Defer a gift until after your lifetime | Bequest in will | Name UHAB in your will | Donation exempt from federal estate taxes |
| Make a large gift with little cost to yourself | Life insurance gift | Give a policy with UHAB as owner and beneficiary | Curent income tax deduction; possible future deductions |
| Avoid the twofold taxation on retirement plan assets | Retirement plan gift | Name UHAB as beneficiary of the remainder of the assets after your lifetime | Avoidance of heavily taxed gift to heirs, allowing less costly gifts |
| Avoid capital gains tax on the sale of a home or other real eatate | Real estate gift | Donate the property to UHAB, or sell it to us at a bargain price | Immediate income tax deduction and avoidance of capital gains tax |
| Give your personal residence or farm, but continue to live there | Retained life estate | Designate the ownership of your home to UHAB, but retain occupancy | Charitable income tax deduction and lifetime use of home |