If your goal is to:

Then you can:

The benefits are:

Make a larger gift than you could with cash (either outright or to fund an annuity or trust)

Contribute appreciated stock or bonds held over one year

An income tax deduction and avoidance of capital gains tax

Make a large gift with little cost

Contribute a life insurance policy you no longer need

Current and possible future income tax deductions

Avoid capital gains tax on the sale of a home or other real estate

Donate the property to Lahey

An income tax deduction, plus elimination of capital gains tax

Give your personal residence or other property but retain life use

Create a charitable gift while continuing to enjoy your home

A charitable donation and removal from your estate

Secure a fixed life income while avoiding market risks

Establish a charitable gift annuity

A favorable rate of return and payments receive certain tax advantages

Reduce gift & estate taxes on assets you pass to your children or grandchildren

Create a charitable lead trust that pays income to Lahey for a specific term of years

The estate tax benefits of a gift, but your family keeps the assets

Defer a gift until after your lifetime

Put a bequest in your will (cash, specific property, or a share of the residue)

Estate tax deduction and keeps assets in your name during lifetime

Maximize your heirs’ inheritance while benefiting Lahey

Name Lahey as beneficiary of your retirement plan, leave other assets to family

Reduced estate and income tax