Getting And Giving The Most From Your Assets

While many charitable gifts are made with cash, there are many ways that you can give and benefit from a gift of other assets. Non-cash assets may include CDs, stock, real estate, life insurance, retirement accounts, art, and other collectibles. Here are some benefits of making a gift of your assets to us:

  • If you give appreciated assets, you can avoid paying capital gains tax.
  • You will receive a charitable deduction for your gift which can lower your tax bill.
  • You can make a gift today while preserving your cash for immediate or future needs.
  • You and your family can receive benefits such as lifetime income.
  • You may be able to make greater gifts than you ever thought possible.

WE CAN HELP!

For more information on how you can give and get the most from your assets, please contact Scott Hartman at 614-443-8893 or by clicking the button below.

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Disclaimer: We’re not accountants, this does not constitute tax advice. Please consult a tax professional.