| Your
Age & Situation |
A
Gift Solution |
 |
| Any age/Any
Assets |
You have
highly appreciated investment assets like stocks, bonds, real
estate and hate the thought of paying capital gains taxes.
Gift solution: Any gift method |
| Any Age/Any
Assets |
You would
like to have control of all of your assets during your lifetime
but want to make a legacy gift to the museum.
Gift solution: Bequest in
Will or Living trust |
| 50+years/Retirement |
You have
accumulated retirement funds beyond
your need during your lifetime. The potential tax
on assets left to anyone other than a spouse may exceed 70%.
Gift solution: Designation
of Retirement Plan to Oakland Museum of California |
| 60+ years/$250,000 |
You want
income for life or for a term of years for
yourself, spouse or heirs, you can irrevocably part
with assets worth at least $250,000 for this highly
flexible individualized gift method.
Gift solution:
Charitable Remainder Trust |
| 55+ years/$250,000 |
You do
not need additional income now, but want to have some in your
retirement years—and want the income tax charitable deduction
now.
Gift solution:
Deferred Income Charitable Remainder Trust |
| 55+ years/$10,000 |
You want
lifetime income for yourself or someone else, but you do not
want to part irrevocably with the amount required for a Charitable
Remainder Trust (CRT). Minimum initial funding for Pooled Income
Fund/Gift Annuity is usually $10,000. Also, often good for the
person who can meet CRT amount minimums but who does not require
the individual flexibility of the CRT.
Gift solution: Pooled
Income Fund/Charitable
Gift Annuity |
| Any Age |
You would
like to give an asset, that has increased in value,
such as real estate, but would like to “get something
for it”
in return that is less than its current market value.
Gift solution: Charitable Bargain Sale |
| Any Age |
You no
longer have a need for paid-up life insurance which has a cash
surrender value. Usually children are no longer dependents and
a surviving spouse does not need the policy. Additionally the
life insurance is not needed to pay estate taxes or for business
purposes.
Gift solution: Gift of Life Insurance Policy |
|
Corporate
Membership |
Corporate
Sponsorship |
