If you would like to learn more about types of non-cash giving or would like to get started, please contact us at (561) 965-4166
- Appreciated Property: Current outright gifts made today are quick and easy to make.
- Bequest in will: Deferred gift which will go to charity after your lifetime when you will no longer have a need for the property.
- Charitable Gift Annuity: Contractual agreement made between a donor and a charity. Provides fixed annual payments for your, and/or your spouse or another’s lifetimes. The residual value of the gift will pass to the charity.
- Life Insurance Policy: Contractual agreement between an individual and a life insurance company. Life insurance is an asset owned by most American families and can offer a flexible, convenient, easy, and cost efficient way to carry out charitable intentions. Simply name the charity as beneficiary, contingent beneficiary or owner of the policy.
- Retirement Plan Account: Contractual agreement between an individual and a plan sponsor. This is one of the best deferred gifts. Simply name the charity as beneficiary or contingent beneficiary.
- Real Estate Gift: Current or deferred charitable gifts can be made of real property or real property can be sold to a charity at a bargain price.
- Revocable Living Trust: Revocable trust which can make current or deferred charitable gifts.
- Retained Life Estate: Irrevocable gift of a home or family farm made to charity today with the right to continue using property for the remaining lifetime of the donor/donors.
- Charitable Remainder Trust: Irrevocable trust that can provide the donor with a current life time income with the remainder going to charity at the trust’s termination.
- Charitable Lead Trust: Irrevocable trust which temporarily provides a current income to the charity. When trust terminates the assets in the trust will be returned to you or your heirs.
* General tax information – Charitable gifts of cash can be deducted up to 50% and appreciated property up to 30% of adjusted gross income in one year. Appreciated property (securities or real estate) held for at least one year is considered long term and receives long term capital gain treatment.
** The information on this site is not intended to be legal, tax, or investment advice. Please consult your personal advisors to obtain this information.