Find the Best Gift
Deciding on the right gift for Robin Hood can be difficult. It’s vital to think about issues ranging from maximizing tax benefits and producing income to preserving assets for your heirs.
If you are unsure where to start, review the categories and gift options below to help you determine the best option for you. Please reach out to us with any questions.
Gifts by Will or Trust
Naming Us in Your Assets
Charitable Remainder Annuity Trust
Charitable Lead Unitrust
Donor-Advised Fund
Best For...
Simple, flexible legacy giving
Quick & easy way to pass assets to charity
Large gifts with income benefits for donor
Preserving assets for heirs
Flexible giving over time
Gift Timing
After passing
After passing
Now
Now
Now
Provides Lifetime Income?
No
No
Yes, fixed stable income
No
No
Control Over Assets?
Yes
Yes
No
No
Yes
Tax Benefits?
Reduce estate tax
Reduce estate tax
Reduce estate and income tax
Reduce estate and income tax
Immediate tax deduction
Capital Gains Tax Benefit?
No
No
Yes, avoid capital gains tax for appreciated assets like stocks & real estate
Yes, avoid capital gains tax for appreciated assets like stocks & real estate
Yes, avoid capital gains tax for appreciated assets like stocks & real estate
Gift Size
Any amount
Any amount
Usually $100,000+
Usually $250,000+
Usually $25,000+
Gift Types
Cash, stocks & bonds, real estate, personal property
Retirement assets, life insurance, qualified charitable distribution (QCD)
Cash, securities, real estate
Cash, securities, real estate
Cash, securities
Gifts by Will or Trust
Best For...
Simple, flexible legacy giving
Gift Timing
After passing
Provides Lifetime Income?
No
Control Over Assets?
Yes
Tax Benefits?
Reduce estate tax
Capital Gains Tax Benefit?
No
Gift Size
Any amount
Gift Types
Cash, stocks & bonds, real estate, personal property
Naming Us in Your Assets
Best For...
Quick & easy way to pass assets to charity
Gift Timing
After passing
Provides Lifetime Income?
No
Control Over Assets?
Yes
Tax Benefits?
Reduce estate tax
Capital Gains Tax Benefit?
No
Gift Size
Any amount
Gift Types
Retirement assets, life insurance, qualified charitable distribution (QCD)
Charitable Remainder Annuity Trust
Best For...
Large gifts with income benefits for donor
Gift Timing
Now
Provides Lifetime Income?
Yes, fixed stable income
Control Over Assets?
No
Tax Benefits?
Reduce estate and income tax
Capital Gains Tax Benefit?
Yes, avoid capital gains tax for appreciated assets like stocks & real estate
Gift Size
Usually $100,000+
Gift Types
Cash, securities, real estate
Charitable Lead Unitrust
Best For...
Preserving assets for heirs
Gift Timing
Now
Provides Lifetime Income?
No
Control Over Assets?
No
Tax Benefits?
Reduce estate and income tax
Capital Gains Tax Benefit?
Yes, avoid capital gains tax for appreciated assets like stocks & real estate
Gift Size
Usually $250,000+
Gift Types
Cash, securities, real estate
Donor-Advised Fund
Best For...
Flexible giving over time
Gift Timing
Now
Provides Lifetime Income?
No
Control Over Assets?
Yes
Tax Benefits?
Immediate tax deduction
Capital Gains Tax Benefit?
Yes, avoid capital gains tax for appreciated assets like stocks & real estate
Gift Size
Usually $25,000+
Gift Types
Cash, securities
Still not sure?
We would love to speak with you and share information on gift strategies that can help you support Robin Hood and provide benefits to you and your family.
Austin Wrubel
Director of Planned Giving
212-844-3521
wrubel@robinhood.org
If you have already put Robin Hood in your estate plans, please let us know.