GIFTS OF REAL ESTATE
How can property owners can donate to their favorite Charities and save on taxes?
Through this program, you have the opportunity to receive unexpected benefits, while at the same time fulfill your dreams of helping others. Some advantages include minimizing taxes, eliminating property management issues, creating an addition to your retirement income, gifting your home while continuing to live there, and having the chance to donate to your favorite charity or charities.
All of these approaches can benefit you and your charity at the same time:
- Choose from a variety of choices available when selecting the right property for a charitable gift.
- You can easily donate your property in exchange for a lifetime of income.
- Donate a portion of your property to charity and save on taxes.
Benefit to Individual Donors:
- Estate planning (talk with your planner/CPA or Realtor)
Donor Considerations:
- Aging clients of Realtors often face the choices of selling, keeping or donating their property. They evaluate these alternatives the client must considerer and their action as it impacts tax position, family legacy, retirement income and social capital. i.e. Will the family be cared for, what can be done to insure a life time income and can philanthropy be served at the same time? These are inter-connected issues that should be addressed by consulting real estate agents.
Increased income stream
- Tax savings
- Capital gains
- Income
- Inheritance
- Providing social capital for various charities
- Preserve wealth for heirs
Call our office for details.
Connecting People Who Care . . .
. . . With Causes That Matter
Mail Address: PO Box 2710, Fallbrook, CA 92088
Address: 235 E. Mission Road, Fallbrook CA 92028
Phone: (760) 728-3304 Fax: (760) 451-3604
info@legacyendowment.org
copyright © 2007 Legacy Endowment...The Community Foundation, All Rights Reserved