Compare Gift Options

Deduct 100% of the gift value for federal income-tax purposes

Provide support to CA while decreasing the out-of-pocket cost to you by avoiding capital-gain tax

Receive an income-tax deduction and avoid capital-gain tax

Reduce estate and death taxes, and retain control over your assets during your lifetime

Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs

Receive a variable income stream and an immediate income-tax deduction

Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax

Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation