Georgia Institute of TechnologyOffice of Development

Gift Strategy Chart

If You Would Like to... Then Consider... How You May Benefit
  • Support Georgia Tech Today
  • Receive a charitable income-tax deduction
 An outright gift of cash Deduct 100 percent of the gift value from this year's income-tax liability
  • Make a larger gift to Georgia Tech
  • Avoid capital-gain tax
 A gift of appreciated stock Provide increased support to Georgia Tech while decreasing the cost to you
  • Make a significant future gift without affecting your current lifestyle
 A charitable bequest Reduce estate and death taxes, and retain control over your assets during your lifetime.
  • Make a significant gift to Georgia Tech
  • Retain an income for yourself
 A charitable gift annuity or charitable remainder trust Receive a current income stream and an immediate income-tax deduction
  • Receive a charitable income-tax deduction now
  • Receive income later
 A deferred-payment gift annuity Receive an immediate income-tax deduction and income to begin at a future date you choose
  • Leverage the equity in one of your largest assets to support Georgia Tech
A gift of real estate Receive an income-tax deduction and avoid capital-gain tax while retaining the option to live in your home
  • Use your assets to support Georgia Tech today
  • Retain control over the distribution of those assets to heirs
 A charitable lead trust Freeze value of assets contributed for gift- and estate-tax purposes
  • Minimize taxes on the transfer of a business you own
  • Provide support for Georgia Tech
 A gift of closely held business stock Receive an income-tax deduction, avoid capital-gain tax, and retain planning flexibility
  • Leave assets to Georgia Tech and your heirs upon your death but you are not sure what to leave whom
Naming Georgia Tech as a beneficiary of your retirement plan Avoid estate tax on retirement-plan assets while making other property available to pass to your heirs
  • Make use of an asset you may no longer need to support Georgia Tech
A gift of a paid-up life insurance policy Immediate income-tax deduction for the net cash surrender value of the policy at the time of transfer