FY24 Campaign Volunteer Handbook - Flipbook - Page 33
Ways to Give
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philanthropic support, there are personal, financial and gift planning
aspects to consider. We will work with you to realize your philanthropic
vision and develop the gift plan that best meets your needs. At
your request, we can also work with your tax and financial advisors.
The following are various gift types and their associated benefits. You
may wish to consider a mix of gift types to help you achieve both your
philanthropic and financial objectives.
CASH GIFTS
•
The simplest and most popular giving method
•
Tax deductible in the year they are given
GIFTS OF SECURITIES
•
Include stocks, mutual funds and bonds
•
Appreciated securities may avoid capital gains taxes
•
Can provide an income tax deduction for the full fair market
value of long-term, appreciated securities
GIFTS OF REAL PROPERTY
•
Include land, farms, personal residences and rental or
commercial property
•
Can avoid capital gains tax on appreciated assets
•
Can provide an income tax deduction for the full fair market
value of long-term, appreciated property
•
Can eliminate property expenses and taxes
•
Can provide continued use for life through a retained life
estate gift
Campaign Volunteer Handbook | 33
Ways to Give
We respect that for each donor who wishes to provide significant
