Donor Gift Benefits
Whatever your reason for giving, choose the method that best suits your circumstances. Fortunately, you have many valuable options. You can make an outright gift, for which you will receive a current income tax deduction and which allows us to use the gift now for our pressing needs. Or, you can make a deferred gift to the Regina Foundation (to benefit Regina), which may provide income tax and estate tax savings, as well as other benefits.
The following table explains the basic differences from both your viewpoint and ours.
| Type of Gift | Your Benefits |
Our Benefits |
| Cash |
Income tax deduction |
Immediate use for our needs |
| Securities |
Income tax deduction
Tax avoidance on gain |
Immediate use of income or the sale proceeds |
| Personal property |
Income tax deduction
Tax avoidance on gain |
Immediate use of income or the sale proceeds |
| Real property |
Income tax deduction
Tax avoidance on gain |
Immediate use of income or the sale proceeds |
| Life insurance policy |
Income tax deduction
Possible future tax deductions |
Ultimate use of policy proceeds |
| Life estate in home or farm |
Continued personal use
Income tax deduction
Tax avoidance on gain Estate tax savings |
Ultimate use of property or the sale proceeds |
| Annuity trust or unitrust |
Stream of income payments
Income tax deduction
Tax avoidance on gain Estate tax savings | Ultimate use of gift after lifetimes of you and any other beneficiary |
| Lead trust | Allows property to be passed to others with reduced gift and estate taxes |
Stream of income payments for term of trust |
| Bequest | Estate tax savings |
Ultimate use of gift |
