Gift Strategy Chart

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If You Would Like to... Then Consider... How You May Benefit
  • Support Colgate Today
  • Receive charitable income-tax deduction
  • An outright gift of cash Deduct 100 percent of the gift value from this years income-tax liability
  • Make a larger gift to Colgate
  • Avoid capital-gain tax
  • A gift of appreciated stock Provide increased support to Colgate while decreasing the cost to you
  • Make a significant gift to Colgate
  • Retain an income for yourself
  • A charitable gift annuity or a charitable remainder trust Receive a current income stream and an immediate income-tax deduction
  • Receive a charitable income-tax deduction now
  • Supplement retirement income later
  • A deferred-payment gift annuity Receive an immediate income-tax deduction and income to begin at a future date you choose
  • Take advantage of a highly appreciated asset
  • A gift of real estate Receive an income-tax deduction and avoid capital-gain tax. Perhaps convert to income-producing asset.
  • Use your assets to support Colgate today
  • Retain control over the distribution of those assets to heirs
  • A charitable lead trust Freeze value of assets contributed for gift- and estate-tax purposes
  • Minimize taxes on the transfer of a business you own
  • Provide support for Colgate
  • A gift of closely held business stock Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
  • Leave assets to Colgate and to your heirs upon your death
  • Naming Colgate as a beneficiary of your retirement plan Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make use of assets you may no longer need to support Colgate
  • A gift of a paid-up life insurance policy Receive an immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer