Flexible Options for Your Giving Plan
TMF offers a wide range of charitable giving options to enable you to express your vision and directly support the charities you care most about while taking care of the people you love.
Charitable Giving-At-A-Glance
| How to Give | Advantages to Giving | Gift Type |
|---|---|---|
| Bequeath your personal estate in your will | Exempt from federal estate taxes in some cases | Bequest |
| Create a charitable fund that allows you to recommend beneficiaries and investment options | Immediate income tax deduction, ability to recommend the distribution of grants | Donor-Advised Fund (DAF) |
| Enter into a contract that makes fixed payments annually, quarterly, or monthly | Current and future savings on income taxes; fixed payments for life | Charitable Gift Annuity (CGA) |
| Make a tax-free gift from your IRA | Satisfied Required Minimum Distribution (RMD) without increasing income taxes | Qualified Charitable Distribution (QCD) |
| Make a tax-free gift from your IRA to fund a life-income gift | Establish a fixed income for life | Charitable Rollover Gift Annuity |
| Create a charitable trust that pays you a set income annually | Immediate income tax deduction and fixed income for life | Charitable Remainder Annuity Trust (CRAT) |
| Create a trust that pays a percentage of the trust's assets, valued annually | Immediate income tax deduction, annual income for life that has potential to increase | Charitable Remainder Unittrust (CRUT) |
| Create a trust that pays a fixed or variable income to your church or public charities for a set term and then passes to heirs | Reduced size of taxable estate; keeps property in family, often with reduced gift taxes | Charitable Lead Trust |
| Name a favorite charity as the beneficiary of all or a portion of your retirement assets | Minimize tax burden to heirs | Retirement Plan Gift |
Charitable giving is a wonderful way to take care of your family, provide for gifts to loved ones, and support your church and other nonprofits important to you.
Learn about some of our most popular giving options
DONOR-ADVISED FUND GIFTS BY WILL AND TRUST LIFE INCOME GIFTS GIFT OF STOCK