Donate Via A Planned Gift
A planned gift is any major gift, made in lifetime or at death as part of a donor’s overall financial and/or estate planning. We are so grateful that you are considering Bob Woodruff Foundation for your gift. Please contact Amanda Scott at email@example.com if you would like to discuss your planned gift.
- Donors can contribute appreciated property, like securities or real estate, receive a charitable deduction for the full market value of the asset, and pay no capital gains tax on the transfer.
- Donors who establish a life-income gift receive a tax deduction for the full, fair market value of the assets contributed, minus the present value of the income interest retained; if they fund their gift with appreciated property they pay no upfront capital gains tax on the transfer.
- Gifts payable to charity upon the donor’s death, like a bequest or a beneficiary designation in a life insurance policy or retirement account, do not generate a lifetime income tax deduction for the donor, but they are exempt from estate tax.