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Goals and Benefits


Your Goals

Your Strategy

Your Benefits

Maximize your deduction; minimize the gift details

Use cash to make your gift to ROA

Claim your deduction against a larger portion of your adjusted gross income, and make an immediate impact on ROA

Afford a larger gift to ROA – and avoid capital gains liability

Give appreciated securities or bonds held over one year

Buy low and give high – make a gift that costs you less than the benefit it delivers to us, while avoiding capital gains tax

Make a gift for ROA's future that doesn't affect your cash flow or portfolio now

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

Today – a gift that costs you and your family nothing

Tomorrow – an estate tax deduction

Retain income benefits from the assets you give to ROA – and thus afford a larger gift

Make a contribution to a ROA Pooled Income Fund, or create a charitable gift annuity or a charitable remainder trust

Receive income for your lifetime; receive a charitable deduction; diversify your holdings

Reduce high tax liability now; gain additional income later

Establish a deferred gift annuity

A larger deduction and a higher income rate than our other life-income gifts offer

Tap one of the most valuable assets in your portfolio to make a gift to ROA

Use real estate to make your gift to ROA

Avoid capital gains tax, receive an income tax deduction – and have the option of a gift that doesn't affect your lifestyle

Reduce gift and estate taxes and control the timing of passing assets to your children and grandchildren

Create a charitable lead trust which supports programs at the ROA for a fixed, finite period with the principal going to your heirs.

Reduce gift and estate taxes, and freeze the taxable value of growing assets before they pass to your family

Locate an overlooked asset that you can easily give to ROA

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

Eliminate income tax on retirement plan assets; free up other property to pass to your heirs

Make an endowment gift from income rather than capital

Create a new life insurance policy, or donate a paid-up policy whose coverage you no longer need

Increase your ability to make a significant gift to ROA

The Reserve Officers Association
J. Richard Thralls, Director of Resource Development
One Constitution Ave, NE
Washington, DC 20002-5618
202-646-7721 | Fax: 202-547-1641


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