If you would like to… | Then consider… | How you may benefit: |
Support the Lewis County Historical Society today Receive charitable income-tax deductions | An outright gift of cash | Deduct 100% of the gift value for federal income-tax purposes |
Support the Lewis County Historical Society without depleting your cash reserves Avoid capital-gain tax | A gift of appreciated stock | Provide support to the Lewis County Historical Society while decreasing the out-of-pocket cost to you by avoiding capital-gain tax |
Minimize taxes on the transfer of a business you own Provide support for the Lewis County Historical Society | A gift of closely held business stock | Receive an income-tax deduction and avoid capital-gain tax |
Make a significant future gift without affecting your current lifestyle | A charitable bequest | Reduce estate and death taxes, and retain control over your assets during your lifetime |
Leave assets to the Lewis County Historical Society and your heirs upon your death but you are not sure what to leave to whom | Naming the Lewis County Historical Society as a beneficiary of your retirement plan benefits | Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs |
Make a significant gift to the Lewis County Historical Society Retain an income for yourself | A charitable gift annuity | Receive a current income stream and an immediate income-tax deduction |
Receive a charitable income-tax deduction now Receive income later | A deferred-payment gift annuity | Receive an immediate income-tax deduction and in income to begin at a future date you choose |
Make a significant gift to the Lewis County Historical Society Retain an income for yourself | A charitable remainder unitrust | Receive a variable income stream and an immediate income-tax deduction |
Make a significant gift to the Lewis County Historical Society Retain an income for yourself | A charitable remainder annuity trust | Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax |
Use your assets to support the Lewis County Historical Society today Retain control over the distribution of those assets to heirs | A nongrantor lead trust | Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation |