Your client owns a rental house that provides income, but it is becoming too much work. 

Donating the rental property to create a charitable remainder trust will secure lifetime income and eliminate capital gains taxes. Your client can receive a tax deduction and create a permanent, fund to provide scholarships, support special charities or fulfill other charitable goals.

Concerned about taxes

Your client worries about paying capital gains taxes on  appreciated property.

Donating the property to a nonprofit like ours will eliminate or reduce capital gains taxes and give your client the satisfaction of creating a permanent, charitable fund.

Wishes to leave a legacy

Your client is writing a will and has no children so figuring out where to leave assets is perplexing.

Creating a permanent named fund at the Foundation lets your client be remembered forever and support special nonprofits or causes or provide scholarships for students.

Concerned about retirement plan assets

Your client has a retirement fund and worries about heirs receiving only 20 or 30 cents on the dollar.

Naming the Foundation as the beneficiary of an Individual Retirement Account or other retirement fund lets your client to create a charitable fund, reduce estate tax and eliminate income tax on the IRA distribution.

Wants to help a specific individual

Your client has a relative or friend he or she wants to help financially.

If your client is 60 years or older, a charitable gift annuity can provide income for life for himself and one other person. After deaths of both people, the remainder of the annuity will support a favorite charity or cause selected by the donor.

Wants to be charitable but is unsure where to give right now

Your client may have many charitable interests or anticipate receiving additional income this year and needs time to figure out where to make donations.

Starting a donor advised fund at the Foundation will secure tax deductions for the current year and allow time to choose the charitable recipients. Our staff can help your client explore different charitable ideas.