 his information is meant as a general guide about ways of giving and
potential financial benefits and is not meant to provide specific advice. Before making a gift, you should consult with your attorney or financial adviser.
Bequests
Bequests are provisions in your will or revocable living trust that designate how your assets will be distributed after your lifetime. Charitable
bequests can eliminate or reduce federal estate tax and are one of the most flexible ways of giving: you have the option of changing your mind at
any time. You may also be pleasantly surprised at the peace of mind that comes with completing your estate plan. Learn More
Life-Income
If you would like to support the Foundation but still need a source of income for yourself or loved ones, a life-income gift may be an attractive
solution. In exchange for an irrevocable gift of cash, securities or real estate, you can receive income for life or a term of years. You may avoid
capital gains tax, receive an income tax deduction and reduce or eliminate federal estate tax.
Name a Beneficiary
Simply designating the Foundation as a beneficiary of your retirement plan, insurance policy or financial account is one of the easiest ways to
realize your charitable goals while continuing to enjoy the benefits of your asset during your lifetime. You may benefit from income tax savings
and reduce or eliminate federal estate tax. As with bequests, you may change your mind at any time.
Outright Securities
Gifts of long-term appreciated stock or mutual funds offer a quick, easy and tax-efficient way to support the Foundation, avoid capital gains tax,
and receive an income tax deduction.
Outright Gifts of Real Estate
The Foundation accepts many types of real estate gifts, including condominiums, vacation houses, commercial property and farms. Called trade
properties, these gifts allow you to avoid capital gains tax and receive an income tax deduction while making a significant gift to preservation.
Trade lands or buildings are donated to the Foundation with your explicit understanding that they will be sold and the proceeds will be used to
support of our mission.
Retained Life Estate
A retained life estate gift gives you the satisfaction of making a significant contribution to the Foundation while still allowing you to use your
property for the rest of your life or a term of years. Advantages include an immediate tax deduction at the time of the gift. After your lifetime,
the Foundation will sell the property and use the proceeds to support its preservation work.
Gifts of Personal Property
When you donate tangible property such as jewelry, artwork or rare stamps and coins, you receive an income tax charitable deduction and reduce your
taxable estate. The Foundation will either use your property for preservation work (i.e., a truck) or sell your property and use the proceeds to fund
preservation efforts.
Donor-Advised Fund
A donor-advised fund is a unique way to simplify and streamline all of your charitable giving by allowing you to support the Foundation as well as other
charitable organizations from the same fund. The fund allows you to manage all of your charitable giving simply and efficiently while receiving an income tax deduction.
Charitable Lead Trust
A charitable lead trust accomplishes two goals with your money: supporting the Foundation while still providing for your heirs. The trust provides an
annual income to the Foundation typically for a period of years. After the term ends, the principal transfers to your beneficiaries. Benefits include
an immediate tax deduction on the present value of the trust as well as potential estate tax deductions.
Information provided on our website is not intended to be tax or legal advice. Please consult a qualified financial adviser before making a gift.
|
|
