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Step 3: Choose the Best Way to Make Your Gift |
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When you give to the Community Foundation of Central Florida, you are eligible for the maximum charitable tax deduction. Your attorney, accountant or financial advisor can help you determine which assets to give. The Foundation staff works closely with professional advisors, and is experienced in accepting a wide range of assets described below.
CASH. Provides an immediate income tax deduction.
APPRECIATED SECURITIES. When you give appreciated stock or mutual fund shares that you have held more than one year, you can avoid capital gains taxes and earn a charitable tax deduction based on the market value. The Community Foundation accepts both closely held and publicly traded stock. To learn more go to the Guide to Gifts of Securities.
REAL ESTATE. If held for more than a year, real estate usually provides the same tax benefits as gifts of securities.
LIFE INSURANCE. You may name the Community Foundation of Central Florida as owner and beneficiary of your policy, or retain ownership and name the Community Foundation as primary or contingent beneficiary.
IRAs and OTHER QUALIFIED RETIREMENT PLANS. Your heirs may realize substantial tax savings if you name a charitable fund as beneficiary of your retirement plan. You can name charities to benefit from the fund or you may name heirs as advisors.
PARTNERSHIP INTERESTS. The Community Foundation will consider gifts of limited liability company interests and limited partnership interests.
BEQUESTS, TRUSTS AND ANNUITIES. Establish a charitable fund through your will or other giving vehicle. It is simple, minimizes estate taxes and can even be advised by your heirs. Click here for sample bequest language.
STEP 4: TELL US ABOUT YOUR GRANTMAKING PLANS
| Read more about some of the flexible giving options you can select for your charitable giving. Our staff is eager to talk with you and your financial advisor about these opportunities in person. If you have questions about becoming a donor that have not been answered in this section, please click here to Contact Us for more information. | |
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