Will or living trust

Remainder of retirement assets

Charitable remainder annuity trust

Charitable remainder unitrust

Your Goal(s)

        

Reduce income taxes

n/a

n/a

✔

✔

Reduce estate taxes

✔

✔

✔

✔

Reduce capital gains taxes

✔

n/a

✔

✔

Receive fixed income

n/a

n/a

✔

n/a

Receive income hedged for inflation

n/a

n/a

n/a

✔

Donation Assets

        

Over $100,000

✔

✔

✔

✔

Less than $100,000

✔

✔

n/a

n/a

Cash

✔

n/a

✔

✔

Appreciated securities

✔

n/a

✔

✔

Real estate

✔

n/a

n/a

✔

Second residence

✔

n/a

n/a

✔

Art, antiques, collectibles

✔

n/a

n/a

✔

Family business

✔

n/a

n/a

✔

About you

        

Age 65 or younger

✔

✔

✔

✔

Age 65 or older

✔

✔

✔

✔
If you have questions contact
Tufts Gift Planning Office