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