Giving Appreciated Assets
© Harold E. Malde
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Giving appreciated assets is often a simple way to make a sizable gift to The
Retirement Resource Organization while avoiding capital gain and other taxes.
You can use your asset(s) in one of two ways:
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Donate appreciated securities, real estate, personal property, or insurance policies outright. This means your gift is transferred immediately from you to the
Organization.
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Use your asset to fund a gift that will provide you with a steady stream of income. (See Life-Income Gifts)
Either way, you can designate which Retirement Resource
Organization program or initiative you would like your gift to support.
Benefits
- Immediate Tax Savings - Receive an income tax charitable deduction in the year you make the gift.
- Capital Gain Tax Savings - Avoid capital gain taxes you would have paid had you sold the asset.
- A Lasting Contribution - Make a significant contribution towards
helping people in need.
To learn more about donating a specific asset, please click on one of the following links:
Turning Capital Gains Into Assistance
Securities
Giving Your Property
Real Estate (outright)
Retained Life Estate
Donating Possessions
Personal Property
Information provided on our Internet site is not intended to be tax or legal advice. Please consult a qualified financial advisor before making a gift.
| The Retirement Resource Organization, Inc. is a tax-exempt charitable organization under Section 501(c)(3) of the Internal Revenue Code.
Donations are tax-deductible. | |
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