Charitable Bequest
A gift of assets through a will or revocable living trust.
A gift of assets through a will or revocable living trust.
Charitable Gift Annuity
A gift of cash, marketable securities in cash, or marketable securities in exchange for a guaranteed annuity or series of payments. Payments are fixed for the lifetime of the annuitant(s) and are unaffected by stock market fluctuations or economic trends.
A gift of cash, marketable securities in cash, or marketable securities in exchange for a guaranteed annuity or series of payments. Payments are fixed for the lifetime of the annuitant(s) and are unaffected by stock market fluctuations or economic trends.
Charitable Remainder Unitrust
A transfer of assets (cash, securities, real estate, or other property) to a trustee. The trustee can sell the assets and invest the proceeds to provide a variable income to the donor and a remainder to benefit Oxfam (the donor receives an immediate charitable income tax deduction upon establishing the trust).
A transfer of assets (cash, securities, real estate, or other property) to a trustee. The trustee can sell the assets and invest the proceeds to provide a variable income to the donor and a remainder to benefit Oxfam (the donor receives an immediate charitable income tax deduction upon establishing the trust).
Charitable Remainder Annuity Trust
A transfer of assets (cash, securities, real estate, or other property) to a trustee. The trustee can sell the assets and invest the proceeds to provide a fixed income to the donor and a remainder to benefit Oxfam (the donor receives an immediate charitable income tax deduction upon establishing the trust).
A transfer of assets (cash, securities, real estate, or other property) to a trustee. The trustee can sell the assets and invest the proceeds to provide a fixed income to the donor and a remainder to benefit Oxfam (the donor receives an immediate charitable income tax deduction upon establishing the trust).
Life Insurance
Life insurance makes it possible for a donor to convert a modest lifetime contribution into a much larger gift at death of insurance proceeds.
Life insurance makes it possible for a donor to convert a modest lifetime contribution into a much larger gift at death of insurance proceeds.
Qualified Pension and Retirement Plans
Naming a charitable organization as beneficiary eliminates payment of the deferred income tax and also provides a charitable estate tax deduction for the full value of the gift.
Naming a charitable organization as beneficiary eliminates payment of the deferred income tax and also provides a charitable estate tax deduction for the full value of the gift.
Outright Gift of Personal Property
Gifts of personal property can be either tangible or intangible (i.e., jewelry, furniture, coin collections, stocks, bonds, etc.).
Gifts of personal property can be either tangible or intangible (i.e., jewelry, furniture, coin collections, stocks, bonds, etc.).
Outright Gift of Real Property
Land, buildings erected on or affixed to land, rights (e.g., mineral, air, water), and easements connected with land. Examples of real property include houses, farms, vacation homes, office buildings, or plots of undeveloped land.
Land, buildings erected on or affixed to land, rights (e.g., mineral, air, water), and easements connected with land. Examples of real property include houses, farms, vacation homes, office buildings, or plots of undeveloped land.
Bargain Sale
A transfer of assets from the donor to Oxfam America at a reduced price in exchange for a lump sum or periodic payment. The difference between the bargain price and the fair market value is a charitable gift to Oxfam.
A transfer of assets from the donor to Oxfam America at a reduced price in exchange for a lump sum or periodic payment. The difference between the bargain price and the fair market value is a charitable gift to Oxfam.
Pooled Income Fund
A pool of contribution assets into a fund invested to benefit donors or their designee. The lifetime income payments vary with the performance of the fund.
A pool of contribution assets into a fund invested to benefit donors or their designee. The lifetime income payments vary with the performance of the fund.
Life Estate Agreement
A gift of property, such as personal residence or farm. The donor retains full use and right to such properties during the donor's lifetime.
A gift of property, such as personal residence or farm. The donor retains full use and right to such properties during the donor's lifetime.
Support Organization
A donor creates a separate entity to administer a large charitable fund benefiting Oxfam America (and perhaps other named charities) for a term of years or in perpetuity.
A donor creates a separate entity to administer a large charitable fund benefiting Oxfam America (and perhaps other named charities) for a term of years or in perpetuity.
Charitable Lead Trusts
A transfer of assets (cash, securities, real estate, or other property) to a trustee. The trustee can hold the assets or sell them to provide income to a charity for a term of years. At the end of the term, the property reverts to the donor or the donor's designee.
A transfer of assets (cash, securities, real estate, or other property) to a trustee. The trustee can hold the assets or sell them to provide income to a charity for a term of years. At the end of the term, the property reverts to the donor or the donor's designee.