How Can I ... ?
summary chart will give you a quick overview of many of the legacy giving options
available to you. Another page to consider if you are exploring legacy giving
for the first time is our Legacy Giving factors. Please
keep in mind that your individual circumstances need to be considered before taking
any action. As with all tax and estate planning, please consult your attorney
or estate specialist.
primary question to consider first is have you made out a will?
you have not yet written a will, regardless of your charitable intent, please consider this.
your goal is to:
your benefits may include:
Make a quick and easy gift.
write a check now, or give through
our online membership
||An income tax deduction and immediate impact for us.
tax on capital gains.
long-term appreciated stock or other securities.
charitable deduction plus no capital gains tax.
a gift until after your lifetime.
a bequest in your will (give us cash, specific property,
or a share of the residue of your estate).
donations are fully exempt from federal estate tax.
capital gains tax on the sale of a home or other real estate.
the real estate to us, or sell it to us at a bargain
||A charitable tax deduction with the possibility of reducing or eliminating capital gains tax.
|Make a gift of real property, such as coins, stamps, antiques or art.
||Donate tangible real property to us.
||A charitable tax deduction and the possibility of income for life if done through a trust or to set up an annuity.
the twofold taxation on IRA or other employee benefit plans.
us as the beneficiary of the remainder of the retirement
assets after your lifetime.
lets you leave your family other assets that carry less tax liability.
your personal residence or farm, but retain life use.
a charitable gift of future interest, called a retained
gives you tax advantages plus use of the property.
a large gift with little cost to you.
a life insurance policy you no longer need.
and possibly future income tax deductions.
Secure fixed payments for life while avoiding market risks.
a charitable remainder annuity trust.
It gives you tax benefits and often
boosts your rate of return.
income from an asset for a period of years but retain the asset for yourself or
a charitable lead trust.
is returned to the donor or heirs with federal estate tax savings and income tax
deductions for income donated.
a hedge against inflation over the long term.
a charitable remainder unitrust.
payments for life plus tax benefits.
a revocable gift during your lifetime.
us as the beneficiary of assets in a living trust.
control of the trust terms for your lifetime.
For more information or a confidential discussion of your charitable options, please email
or call the Development Director, Susan Lefkowich, at 510 644-2020 ext. 114.
Please note, individual financial circumstances will vary. The information
on this site does not constitute legal or tax advice. Donor stories
and photographs are for purposes of illustration only. As with all
tax and estate planning, please consult your attorney or estate specialist.
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of use. The content in this Legacy Giving section has
been developed for Freight & Salvage Coffeehouse and is owned by Future
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