Make a lasting investment in the future of hunting and wildlife conservation
WITH GIFT PLANNING, YOU CAN PROVIDE LONG-LASTING SUPPORT FOR SCI FOUNDATION WHILE ENJOYING FINANCIAL BENEFITS FOR YOURSELF AND YOUR FAMILY
Gift Planning Menu
Build Your Legacy. Create a Plan
No matter the size of your estate, everyone needs a plan for the future. A plan helps ensure that your wishes are carried out and your loved ones well cared for. If you're like most people, chances are you need to do some planning, or at least update the plans you already have in place.
We've prepared a free estate planning guide and a guide to getting started with planned giving that can be very useful to help you create or update your plan. Click below to learn more and request your free copy.Learn More
Part Gift and Part Sale
Susan: The lot has gone up greatly in value, and with the children out of the house, we were thinking of selling the property. We want to avoid paying so much tax on the sale. We were thinking of making a gift of 25% of the property to our favorite charity.
Kevin: I happened to be talking to a CPA at a community luncheon. He mentioned that we could probably give about twice as much with almost the same cost if we gave 25% of the property (prior to the sale) rather than writing a check after the sale.
Is a part gift and part sale right for you?
A part gift and part sale of an appreciated asset is an excellent tax strategy. You can use the deduction from the gift portion to offset the capital gains from the sale portion of the transaction. If you would like to learn more about part gift and part sale strategies, please give us a call. We would welcome the opportunity to answer your questions.
*Please note: The names and image above are representative of a typical donor and may or may not be an actual donor to our organization. Since your benefits may be different, you may want to click here to view an example of your benefits.