Planned donation2024-10-09T11:22:11-04:00

3 Types of Planned doonnation and Their Benefits

  • Revocable at any time
  • Easy to make
  • Control of assets during lifetime
  • Obtaining a tax receipt for your estate
  • Unique way to continue your commitment
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  • Donations of stocks, bonds, mutual funds, etc.
  • Favorable tax treatment:
    • Credit for donation
    • No capital gains tax
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  • Subscribe or transfer insurance to the Foundation
  • Designate the Foundation as owner and beneficiary (can be in whole or in part)
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