Planned donation2024-08-23T12:21:18-04:00

3 types of planned donations and their benefits

  • Revocable at any time
  • Simple to execute
  • Control of assets during one’s lifetime
  • Receipt of a tax deduction for the estate
  • A unique way to continue one’s commitment
Learn more
  • Donations of stocks, bonds, mutual funds, etc.
  • Favorable tax treatment:
    • Donation tax credit
    • No capital gains tax
Learn more
  • Take out or transfer a life insurance policy to the Foundation
  • Designate the Foundation as the owner and beneficiary (either in full or in part)
Learn more
Go to Top