Once you’ve evaluated your objectives, it is time to consider the assets you have available for use in a planned gift.
Other than cash, which can be given through any planned giving tool, there are a variety of assets you can give. Each asset is appropriate for certain planned giving tools, so it is important to consider both the asset and the tool to decide if there is a way to structure the gift using an asset in a way that fits your objectives.
Your gift of securities, real estate, or other assets can make a meaningful difference in someone else's life and potentially bring you tax and other benefits.
IRA Qualified Charitable Distribution
This is a nontaxable distribution made by the administrator of an IRA to a qualified public charity.Learn More
Publicly traded securities are the most common form of noncash charitable gifts.Learn More
Retirement Plan Assets
Retirement plan assets may be gifted during life or death, with differing outcomes.Learn More
Life Insurance Policy
A gift of a paid-up policy can provide tremendous benefits to the Church or one of its institutions.Learn More
Commercial Real Estate
Commercial Real Estate is a very common gift to the Church or one of its institutions.Learn More
Your unimproved property may have increased in value during the time you have owned it.Learn More
Collectibles or Other Tangible Property
Collectibles that you have enjoyed may now provide more enjoyment and better use.Learn More
Patents, Royalties, or Copyrights
If there is a market for the underlying asset, it may be sold to provide immediate benefit.Learn More
A personal residence may be an ideal gift under the right circumstances.Learn More
A painting, sculpture, or other piece of fine art can make an ideal gift, whether purchased or inherited.Learn More
Farm or Ranch
The family farm or ranch can make an ideal gift to the Church or one of its institutions.Learn More
Equipment or Inventory
Donations of unused equipment or unsold inventory and supplies can change and save lives.Learn More
For a detailed discussion of the services we provide you and your advisors, please contact us at 1-877-650-5377 or by email.