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Goals & Benefits

Your Goal


Your Strategy


Your Benefits

Make a gift for Cato’s future that costs you nothing now.


Include a gift from your will or trust (cash, specific property, or a share of the estate).


A great way to help Cato build financial strength and provide resources that maintain our traditions.

Avoid capital gains liability and take an income tax deduction.


Use appreciated securities instead of cash to make your gift.


Buy low and give high — while avoiding capital gains tax.

Leave more of your estate to your heirs.


Name Cato as beneficiary of your retirement plan, and leave less-taxed assets to family.


Eliminate income tax on retirement plan assets, and free up other property to pass to your heirs.

Continue to receive benefits back from the assets you give to Cato — and thus make a larger gift.


Create a life income plan like a charitable remainder trust.


Receive income for your lifetime, receive a charitable deduction, and diversify your holdings.

Create a long-term gift that won't draw funds from your estate.


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


Increase your ability to make a significant gift to Cato.

Reduce gift and estate taxes and leave more of your assets to your heirs.


Create a charitable lead trust to pay income to Cato for a fixed time, then pay the remainder to your heirs.


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

The material presented on this Planned Giving website is not offered as legal or tax advice.
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