Planned Giving Options

Life Income Gifts: Charitable Gift Annuity, Pooled Income Fund or Charitable Remainder Trust

• All provide a guaranteed fixed income for life for 1 or 2 designated individuals
• You can receive an income tax charitable deduction
• The remaining assets will support the Gerson Institute
• Can be done with cash or marketable securities
• If appreciated assets are used, you will not be subject to capital gains taxation

Gifts of Real Estate e.g. home, vacation property

• Donor retains the right to live in the property for the remainder of their life
• Can receive a charitable deduction for the full fair market value of the property
• Will permit you to avoid capital gains tax on the transfer
• The property passes automatically to the Gerson Institute

Gift by Will or Living Trust

Designate Gerson Institute as Primary Beneficiary

• Can easily change the primary beneficiary of your mutual fund or life insurance to the Gerson Institute without the hassle of changing other legal documents