Gift Planning

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Gift Strategy Chart

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(Max 3)
  • Support today
  • Receive charitable income-tax deduction
 Deduct 100% of the gift value for federal income-tax purposes
  • Support without depleting your cash reserves
  • Avoid capital-gain tax
Provide support to while decreasing the out-of-pocket cost to you by avoiding capital-gain tax
  • Minimize taxes on the transfer of a business you own
  • Provide support for
Receive an income-tax deduction and avoid capital-gain tax
  • Make a significant future gift without affecting your current lifestyle
 Reduce estate and death taxes, and retain control over your assets during your lifetime
  • Leave assets to and your heirs upon your death but you are not sure what to leave to whom
 Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make a significant gift to
  • Retain an income for yourself
 Receive a current income stream and an immediate income-tax deduction
  • Receive a charitable income-tax deduction now
  • Receive income later
 Receive an immediate income-tax deduction and income to begin at a future date you choose
  • Make a significant gift to
  • Retain an income for yourself
 Receive a variable income stream and an immediate income-tax deduction
  • Make a significant gift to
  • Retain an income for yourself
 Receive a fixed-income stream and an immediate income-tax deduction and avoid capital-gain tax
  • Use your assets to support today
  • Retain control over the distribution of those assets to heirs
 Freeze value of assets contributed for gift- and estate-tax purposes and avoid estate tax on future appreciation

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The discussion herein is general in nature and may not apply to all individuals. Prospective donors are urged to consult their personal tax and financial advisors concerning the specific consequences of making gifts to Colgate. We would be pleased to discuss, in confidence, ways in which you may support Colgate. These measures may also have an impact on your estate planning.

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