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Planned and Deferred Gifts

 

Assets You Can Give

Appreciated Securities
The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.

Business Interests
Give the Foundation an interest in a closely-held or family business.

Cash
Maximize your charitable deduction and deliver immediate benefits to the Foundation.

Life Insurance
Use an unneeded policy to make a donation.

Partnership Interests
Support the Foundation by transferring an interest in a real estate or oil-and-gas partnership.

Personal Property
Donate books, artwork, or equipment and secure an income tax deduction.

Real Estate
Make a substantial gift to the Foundation through a transfer of residential, commercial, or undeveloped real estate.

Retirement Plans
The balance of your retirement plan may be worth more when donated to the Foundation than to your heirs.

Planned giving content and Plan-a-Gift® ©2005 VirtualGiving, Inc.

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