Outright gifts provide immediate resources for conservation as well as a charitable deduction while removing assets from your taxable estate. This may be an important part of your overall estate planning.
Gifts of Appreciated Securities – The IRS allows you one of its most significant tax breaks for gifts of appreciated securities.
Gifts of Cash, Stock or Mutual Funds – These gifts provide immediate help to the Trust, are simple to make, provide you a charitable deduction and remove assets from your taxable estate.
Gifts of Real Estate – Make a substantial gift to the Trust through a transfer of residential, commercial, vacation, agricultural or undeveloped real estate and secure an income tax deduction and save on capital gains tax, while eliminating the inconvenience of marketing and selling your property. You could decide to gift the real estate now, but retain full unrestricted use of the property until your death.
Gifts of Personal Property – Donate valuable artwork, equipment, collectibles, and antiques and secure an income tax deduction and savings on capital gains tax.
Business and Partnership Interest Gifts – Donate your business or partnership interest to the Trust and secure income tax deductions and perhaps a savings on capital gain taxes.
Donor Advised Fund – When you give to the Trust, you can recommend distributions from your fund to the Trust and to other charitable organizations, while securing an income tax deduction and perhaps realize a capital gains tax savings. This gift can involve your family in philanthropy. These gifts can be funded with cash, securities, or real estate.