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In This Issue—Summer 2025
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What Are Your Financial and Charitable Priorities?
To begin to determine what combination of gifts fits your situation, consider the list of a dozen objectives below. Enter a 1 if it is a top priority, a 2 if it is a medium priority, and a 3 if it is a low priority. I want to:
| _____ |
1. |
Reduce my income tax. |
| _____ |
2. |
Provide variable or fixed income for life for myself or myself and my spouse. |
| _____ |
3. |
Provide income or fixed payments to my children for life or for a term of years. |
| _____ |
4. |
Provide for my special-needs child. |
| _____ |
5. |
Convert appreciated securities or real estate to income for life while avoiding immediate taxation of capital gain. |
| _____ |
6. |
Continue living in my home and reduce my taxes. |
| _____ |
7. |
Downsize from my family home and move to a retirement community. |
| _____ |
8. |
Sell my property to a charity at a favorable price. |
| _____ |
9. |
Transfer my wealth to the next generation while minimizing taxes. |
| _____ |
10. |
Plan for the succession of my family business. |
| _____ |
11. |
Establish an endowment in my name or to honor a loved one. |
| _____ |
12. |
Support a special program, fund a new building, or contribute to a campaign at my favorite charity. |
Now look at the items you marked with a 1. There is probably a blend of gifts that combines most if not all of your highest priorities. Review the example that follows and then request our complimentary guide to find out more about how combined gifts work and to see more examples of how these priorities can be combined. |
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